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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 | $72,784 | $79,169-8.1% | $100,415-27.5% | $74,478-2.3% |
| Participation rate | 52.4% | 79.4%-27.0pp | 81.5%-29.1pp | 67.2%-14.8pp |
| Annual return | 67.37% | 20.51%+46.9pp | 49.47%+17.9pp | 1370.56%-1303.2pp |
| Employer contribution / active EE | $805 | $3,017-73.3% | $3,943-79.6% | $2,626-69.3% |
| Participant deferral / active EE | $1,610 | $7,751-79.2% | $8,091-80.1% | $4,350-63.0% |
| Admin fee / account holder | $1,269 | $1,337-5.1% | $7,906-83.9% | $1,946-34.8% |