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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 | $101,591-28.4% | $147,096-50.6% | $74,429-2.3% |
| Participation rate | 39.5% | 75.5%-36.0pp | 82.2%-42.6pp | 67.2%-27.7pp |
| Annual return | 15.72% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $1,442 | $3,813-62.2% | $4,936-70.8% | $2,625-45.1% |
| Participant deferral / active EE | $2,910 | $7,302-60.2% | $8,071-63.9% | $4,348-33.1% |
| Admin fee / account holder | $7,159 | $1,750+309.1% | $13,005-45.0% | $1,944+268.2% |