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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 | $127,362 | $58,391+118.1% | $76,657+66.1% | $72,975+74.5% |
| Participation rate | 15.8% | 67.4%-51.6pp | 72.1%-56.3pp | 69.5%-53.7pp |
| Annual return | 23.47% | 2306.65%-2283.2pp | 1166.74%-1143.3pp | 81.01%-57.5pp |
| Employer contribution / active EE | $469 | $1,787-73.8% | $2,303-79.6% | $2,440-80.8% |
| Participant deferral / active EE | $911 | $2,690-66.1% | $3,335-72.7% | $3,608-74.7% |
| Admin fee / account holder | $10,189 | $4,014+153.8% | $6,423+58.6% | $5,124+98.8% |