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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 | $85,396 | $124,175-31.2% | $108,405-21.2% | $167,536-49.0% |
| Participation rate | 20.0% | 82.3%-62.3pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 13.49% | 1380.13%-1366.6pp | 905.55%-892.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $911 | $4,188-78.3% | $3,559-74.4% | $4,839-81.2% |
| Participant deferral / active EE | $2,193 | $6,908-68.3% | $6,563-66.6% | $6,342-65.4% |
| Admin fee / account holder | $849 | $9,457-91.0% | $7,297-88.4% | $12,315-93.1% |