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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 | $89,248-52.2% | $136,007-68.6% | $74,546-42.8% |
| Participation rate | 43.0% | 69.4%-26.4pp | 76.5%-33.5pp | 67.2%-24.2pp |
| Annual return | 12.88% | 22.76%-9.9pp | 579.32%-566.4pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,205 | $2,838-57.5% | $4,215-71.4% | $2,624-54.1% |
| Participant deferral / active EE | $1,895 | $4,598-58.8% | $7,024-73.0% | $4,347-56.4% |
| Admin fee / account holder | $17,196 | $1,545+1012.8% | $6,858+150.7% | $1,944+784.8% |