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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 | $59,455 | $101,672-41.5% | $147,117-59.6% | $74,478-20.2% |
| Participation rate | 45.0% | 75.5%-30.5pp | 82.2%-37.1pp | 67.2%-22.2pp |
| Annual return | 13.07% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,111 | $3,813-70.9% | $4,932-77.5% | $2,626-57.7% |
| Participant deferral / active EE | $1,597 | $7,305-78.1% | $8,065-80.2% | $4,350-63.3% |
| Admin fee / account holder | $662 | $1,753-62.2% | $12,993-94.9% | $1,946-66.0% |