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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 | $89,965 | $101,653-11.5% | $147,080-38.8% | $74,459+20.8% |
| Participation rate | 38.2% | 75.6%-37.4pp | 82.2%-44.0pp | 67.2%-29.1pp |
| Annual return | 23.65% | 8754.98%-8731.3pp | 420.17%-396.5pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $7,088 | $3,813+85.9% | $4,933+43.7% | $2,626+170.0% |
| Participant deferral / active EE | $43 | $7,304-99.4% | $8,066-99.5% | $4,350-99.0% |
| Admin fee / account holder | $12,218 | $1,752+597.6% | $12,989-5.9% | $1,945+528.2% |