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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 | $80,641 | $85,766-6.0% | $136,298-40.8% | $70,126+15.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 16.50% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,126 | $2,966-62.0% | $4,696-76.0% | $2,343-51.9% |
| Participant deferral / active EE | $2,139 | $5,051-57.7% | $6,247-65.8% | $3,332-35.8% |
| Admin fee / account holder | $9,244 | $5,421+70.5% | $9,2440% | $4,645+99.0% |