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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 | $81,425 | $180,749-55.0% | $160,784-49.4% | $137,256-40.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 23.51% | 2234.46%-2211.0pp | 1803.92%-1780.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,768 | $4,155-57.5% | $3,733-52.6% | $4,156-57.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $823 | $10,397-92.1% | $9,717-91.5% | $12,270-93.3% |