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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 | $69,866 | $124,187-43.7% | $108,410-35.6% | $167,518-58.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.96% | 1379.80%-1367.8pp | 905.34%-893.4pp | 478.71%-466.7pp |
| Employer contribution / active EE | $1,021 | $4,187-75.6% | $3,558-71.3% | $4,838-78.9% |
| Participant deferral / active EE | $1,857 | $6,908-73.1% | $6,562-71.7% | $6,342-70.7% |
| Admin fee / account holder | $563 | $9,456-94.1% | $7,296-92.3% | $12,312-95.4% |