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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 | $44,089 | $114,093-61.4% | $96,171-54.2% | $167,536-73.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 17.26% | 190.00%-172.7pp | 192.04%-174.8pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,432 | $3,429-58.2% | $2,799-48.8% | $4,839-70.4% |
| Participant deferral / active EE | $937 | $5,197-82.0% | $4,350-78.5% | $6,342-85.2% |
| Admin fee / account holder | $6,059 | $6,899-12.2% | $5,538+9.4% | $12,315-50.8% |