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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 | $97,212 | $59,448+63.5% | $93,696+3.8% | $74,459+30.6% |
| Participation rate | 5.3% | 59.6%-54.4pp | 68.7%-63.5pp | 67.2%-62.0pp |
| Annual return | 18.02% | 82.11%-64.1pp | 133.74%-115.7pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $458 | $3,052-85.0% | $4,417-89.6% | $4,350-89.5% |
| Admin fee / account holder | $1,651 | $3,027-45.5% | $8,287-80.1% | $1,945-15.1% |