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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 | $71,560 | $85,766-16.6% | $136,298-47.5% | $70,126+2.0% |
| Participation rate | 46.4% | 74.2%-27.7pp | 81.9%-35.5pp | 69.5%-23.1pp |
| Annual return | 16.52% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $614 | $2,966-79.3% | $4,696-86.9% | $2,343-73.8% |
| Participant deferral / active EE | $1,376 | $5,051-72.8% | $6,247-78.0% | $3,332-58.7% |
| Admin fee / account holder | $2,027 | $5,421-62.6% | $9,244-78.1% | $4,645-56.4% |