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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 | $72,718 | $101,539-28.4% | $147,041-50.5% | $74,400-2.3% |
| Participation rate | 39.5% | 75.5%-36.0pp | 82.2%-42.6pp | 67.2%-27.7pp |
| Annual return | 15.72% | 8740.84%-8725.1pp | 419.21%-403.5pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,442 | $3,811-62.2% | $4,935-70.8% | $2,624-45.1% |
| Participant deferral / active EE | $2,910 | $7,304-60.2% | $8,071-63.9% | $4,348-33.1% |
| Admin fee / account holder | $7,159 | $1,749+309.2% | $13,006-45.0% | $1,944+268.3% |