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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 | $53,840 | $101,653-47.0% | $147,080-63.4% | $74,459-27.7% |
| Participation rate | 39.0% | 75.6%-36.6pp | 82.2%-43.2pp | 67.2%-28.3pp |
| Annual return | 16.40% | 8754.98%-8738.6pp | 420.17%-403.8pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $1,232 | $3,813-67.7% | $4,933-75.0% | $2,626-53.1% |
| Participant deferral / active EE | $2,785 | $7,304-61.9% | $8,066-65.5% | $4,350-36.0% |
| Admin fee / account holder | $3,254 | $1,752+85.8% | $12,989-74.9% | $1,945+67.3% |