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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 | $143,746 | $203,483-29.4% | $152,473-5.7% | $167,536-14.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.2%-11.5pp | 82.1%-15.4pp |
| Annual return | 11.26% | 13.80%-2.5pp | 757.59%-746.3pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,519 | $5,219-70.9% | $4,326-64.9% | $4,839-68.6% |
| Participant deferral / active EE | $2,220 | $6,711-66.9% | $5,817-61.8% | $6,342-65.0% |
| Admin fee / account holder | $57,112 | $22,521+153.6% | $15,811+261.2% | $12,315+363.8% |