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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 | $101,672-55.3% | $147,117-69.1% | $74,478-38.9% |
| Participation rate | 39.8% | 75.5%-35.7pp | 82.2%-42.3pp | 67.2%-27.4pp |
| Annual return | 33.37% | 8757.83%-8724.5pp | 420.54%-387.2pp | 1370.56%-1337.2pp |
| Employer contribution / active EE | $1,726 | $3,813-54.7% | $4,932-65.0% | $2,626-34.3% |
| Participant deferral / active EE | $3,071 | $7,305-58.0% | $8,065-61.9% | $4,350-29.4% |
| Admin fee / account holder | $999 | $1,753-43.0% | $12,993-92.3% | $1,946-48.6% |