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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 | $144,341 | $85,766+68.3% | $136,298+5.9% | $70,126+105.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 20.87% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,534 | $2,966-48.3% | $4,696-67.3% | $2,343-34.5% |
| Participant deferral / active EE | $1,893 | $5,051-62.5% | $6,247-69.7% | $3,332-43.2% |
| Admin fee / account holder | $3,806 | $5,421-29.8% | $9,244-58.8% | $4,645-18.1% |