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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 | $89,882 | $54,729+64.2% | $86,235+4.2% | $71,529+25.7% |
| Participation rate | 54.9% | 60.1%-5.2pp | 69.0%-14.0pp | 67.9%-13.0pp |
| Annual return | 13.85% | 20.07%-6.2pp | 1170.03%-1156.2pp | 28.97%-15.1pp |
| Employer contribution / active EE | $683 | $1,267-46.1% | $2,381-71.3% | $2,590-73.6% |
| Participant deferral / active EE | $1,189 | $3,110-61.8% | $3,987-70.2% | $4,291-72.3% |
| Admin fee / account holder | $6,985 | $1,921+263.5% | $6,856+1.9% | $1,588+339.7% |