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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,025 | $101,672-56.7% | $147,117-70.1% | $74,478-40.9% |
| Participation rate | 37.7% | 75.5%-37.8pp | 82.2%-44.4pp | 67.2%-29.5pp |
| Annual return | 22.22% | 8757.83%-8735.6pp | 420.54%-398.3pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $1,433 | $3,813-62.4% | $4,932-71.0% | $2,626-45.4% |
| Participant deferral / active EE | $2,587 | $7,305-64.6% | $8,065-67.9% | $4,350-40.5% |
| Admin fee / account holder | $429 | $1,753-75.5% | $12,993-96.7% | $1,946-77.9% |