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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 | $130,534 | $42,546+206.8% | $71,796+81.8% | $55,167+136.6% |
| Participation rate | 24.5% | 59.1%-34.6pp | 69.1%-44.6pp | 69.0%-44.5pp |
| Annual return | 7.72% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $632 | $803-21.3% | $1,924-67.1% | $1,963-67.8% |
| Participant deferral / active EE | $473 | $2,064-77.1% | $2,794-83.1% | $3,054-84.5% |
| Admin fee / account holder | $2,142 | $650+229.8% | $4,815-55.5% | $504+325.2% |