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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 | $66,433 | $58,714+13.1% | $142,874-53.5% | $85,856-22.6% |
| Participation rate | 16.7% | 58.5%-41.8pp | 72.0%-55.3pp | 69.3%-52.7pp |
| Annual return | 17.31% | 27.73%-10.4pp | 5638.58%-5621.3pp | 318.58%-301.3pp |
| Employer contribution / active EE | $516 | $1,423-63.7% | $4,145-87.5% | $2,565-79.9% |
| Participant deferral / active EE | $959 | $2,608-63.2% | $3,838-75.0% | $3,952-75.7% |
| Admin fee / account holder | $331 | $4,241-92.2% | $6,561-95.0% | $6,261-94.7% |