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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 | $42,658 | $89,225-52.2% | $136,072-68.7% | $74,459-42.7% |
| Participation rate | 43.0% | 69.4%-26.4pp | 76.4%-33.4pp | 67.2%-24.2pp |
| Annual return | 12.88% | 22.76%-9.9pp | 580.46%-567.6pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,205 | $2,816-57.2% | $4,216-71.4% | $2,626-54.1% |
| Participant deferral / active EE | $1,895 | $4,597-58.8% | $7,028-73.0% | $4,350-56.4% |
| Admin fee / account holder | $17,196 | $1,545+1012.8% | $6,718+156.0% | $1,945+784.2% |