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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 | $31,359 | $107,941-70.9% | $91,994-65.9% | $152,909-79.5% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.5%-20.6pp |
| Annual return | 183.76% | 89.28%+94.5pp | 69.04%+114.7pp | 345.46%-161.7pp |
| Employer contribution / active EE | $607 | $4,212-85.6% | $3,453-82.4% | $4,764-87.3% |
| Participant deferral / active EE | $756 | $6,366-88.1% | $5,924-87.2% | $5,851-87.1% |
| Admin fee / account holder | $6,574 | $10,521-37.5% | $7,744-15.1% | $11,601-43.3% |