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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 | $63,963 | $44,850+42.6% | $60,547+5.6% | $59,633+7.3% |
| Participation rate | 64.0% | 59.5%+4.5pp | 68.0%-4.0pp | 68.7%-4.7pp |
| Annual return | 18.97% | 1074.14%-1055.2pp | 335.64%-316.7pp | 2041.45%-2022.5pp |
| Employer contribution / active EE | $864 | $1,462-40.9% | $2,419-64.3% | $2,203-60.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $576 | $3,635-84.2% | $4,536-87.3% | $4,297-86.6% |