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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 | $63,546 | $82,133-22.6% | $147,318-56.9% | $64,097-0.9% |
| Participation rate | 30.4% | 62.3%-31.9pp | 82.1%-51.7pp | 55.2%-24.8pp |
| Annual return | 18.69% | 78.78%-60.1pp | 70.43%-51.7pp | 34.64%-16.0pp |
| Employer contribution / active EE | $590 | $2,872-79.5% | $4,593-87.2% | $1,891-68.8% |
| Participant deferral / active EE | $1,123 | $5,407-79.2% | $7,906-85.8% | $3,080-63.6% |
| Admin fee / account holder | $5,330 | $3,730+42.9% | $13,708-61.1% | $3,454+54.3% |