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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 | $71,102 | $53,344+33.3% | $121,204-41.3% | $74,460-4.5% |
| Participation rate | 17.2% | 60.0%-42.8pp | 69.5%-52.3pp | 70.7%-53.5pp |
| Annual return | 18.67% | 35.15%-16.5pp | 987.18%-968.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $545 | $1,898-71.3% | $4,170-86.9% | $2,638-79.4% |
| Participant deferral / active EE | $727 | $3,220-77.4% | $4,083-82.2% | $4,530-84.0% |
| Admin fee / account holder | $873 | $382+128.5% | $5,651-84.6% | $348+151.0% |