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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 | $91,694 | $40,386+127.0% | $80,607+13.8% | $74,440+23.2% |
| Participation rate | 3.3% | 47.4%-44.1pp | 67.0%-63.7pp | 70.7%-67.4pp |
| Annual return | 19.73% | 165.00%-145.3pp | 936.11%-916.4pp | 34.37%-14.6pp |
| Employer contribution / active EE | $189 | $1,496-87.4% | $2,724-93.1% | $2,638-92.8% |
| Participant deferral / active EE | $409 | $2,670-84.7% | $4,448-90.8% | $4,529-91.0% |
| Admin fee / account holder | $4,118 | $720+471.9% | $5,379-23.4% | $348+1084.0% |