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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 | $23,090 | $65,566-64.8% | $86,235-73.2% | $75,177-69.3% |
| Participation rate | 47.9% | 60.5%-12.5pp | 69.0%-21.0pp | 67.2%-19.3pp |
| Annual return | 13.20% | 46.07%-32.9pp | 1170.03%-1156.8pp | 160.75%-147.6pp |
| Employer contribution / active EE | $680 | $1,553-56.2% | $2,381-71.5% | $2,671-74.6% |
| Participant deferral / active EE | $984 | $3,023-67.5% | $3,987-75.3% | $4,126-76.2% |
| Admin fee / account holder | $907 | $5,470-83.4% | $6,856-86.8% | $5,651-84.0% |