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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 | $43,193 | $101,539-57.5% | $147,041-70.6% | $74,400-41.9% |
| Participation rate | 36.0% | 75.5%-39.5pp | 82.2%-46.2pp | 67.2%-31.2pp |
| Annual return | 16.28% | 8740.84%-8724.6pp | 419.21%-402.9pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $1,701 | $3,811-55.4% | $4,935-65.5% | $2,624-35.2% |
| Participant deferral / active EE | $2,747 | $7,304-62.4% | $8,071-66.0% | $4,348-36.8% |
| Admin fee / account holder | $2,912 | $1,749+66.5% | $13,006-77.6% | $1,944+49.8% |