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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 | $83,660 | $59,456+40.7% | $93,669-10.7% | $74,429+12.4% |
| Participation rate | 22.7% | 59.6%-36.9pp | 68.7%-46.0pp | 67.2%-44.5pp |
| Annual return | 15.14% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $558 | $1,266-55.9% | $2,424-77.0% | $2,625-78.8% |
| Participant deferral / active EE | $1,208 | $3,052-60.4% | $4,416-72.7% | $4,348-72.2% |
| Admin fee / account holder | $4,117 | $3,026+36.1% | $8,291-50.3% | $1,944+111.8% |