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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 | $124,486 | $234,190-46.8% | $180,320-31.0% | $198,609-37.3% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.5%-51.5pp | 82.4%-62.4pp |
| Annual return | 12.05% | 1057.44%-1045.4pp | 778.54%-766.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $368 | $5,258-93.0% | $4,108-91.0% | $5,055-92.7% |
| Participant deferral / active EE | $421 | $4,988-91.6% | $4,304-90.2% | $6,977-94.0% |
| Admin fee / account holder | $4,126 | $12,558-67.1% | $10,000-58.7% | $19,030-78.3% |