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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 | $46,061 | $65,423-29.6% | $98,477-53.2% | $85,856-46.4% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.3%-49.3pp |
| Annual return | 17.64% | 21.76%-4.1pp | 1493.59%-1476.0pp | 318.58%-300.9pp |
| Employer contribution / active EE | $511 | $2,168-76.4% | $2,961-82.7% | $2,565-80.1% |
| Participant deferral / active EE | $862 | $3,167-72.8% | $4,276-79.8% | $3,952-78.2% |
| Admin fee / account holder | $2,786 | $4,594-39.3% | $5,951-53.2% | $6,261-55.5% |