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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 | $62,467 | $76,522-18.4% | $56,033+11.5% | $145,884-57.2% |
| Participation rate | 27.8% | 63.2%-35.4pp | 52.5%-24.7pp | 80.3%-52.5pp |
| Annual return | 26.48% | 3014.28%-2987.8pp | 1711.38%-1684.9pp | 551.85%-525.4pp |
| Employer contribution / active EE | $122 | $1,382-91.2% | $1,041-88.3% | $4,662-97.4% |
| Participant deferral / active EE | $131 | $2,624-95.0% | $1,954-93.3% | $6,690-98.0% |
| Admin fee / account holder | $545 | $3,328-83.6% | $2,827-80.7% | $13,392-95.9% |