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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 | $45,494 | $101,499-55.2% | $147,005-69.1% | $74,546-39.0% |
| Participation rate | 39.8% | 75.5%-35.7pp | 82.2%-42.3pp | 67.2%-27.4pp |
| Annual return | 33.37% | 8732.34%-8699.0pp | 418.76%-385.4pp | 1366.03%-1332.7pp |
| Employer contribution / active EE | $1,726 | $3,811-54.7% | $4,934-65.0% | $2,624-34.2% |
| Participant deferral / active EE | $3,071 | $7,304-58.0% | $8,070-61.9% | $4,347-29.4% |
| Admin fee / account holder | $999 | $1,748-42.8% | $13,006-92.3% | $1,944-48.6% |