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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 | $42,638 | $101,591-58.0% | $147,096-71.0% | $74,429-42.7% |
| Participation rate | 14.3% | 75.5%-61.3pp | 82.2%-67.9pp | 67.2%-52.9pp |
| Annual return | 22.93% | 8746.45%-8723.5pp | 419.75%-396.8pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $993 | $3,813-73.9% | $4,936-79.9% | $2,625-62.2% |
| Participant deferral / active EE | $1,713 | $7,302-76.5% | $8,071-78.8% | $4,348-60.6% |
| Admin fee / account holder | $12,416 | $1,750+609.4% | $13,005-4.5% | $1,944+538.6% |