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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 | $63,067 | $85,766-26.5% | $136,298-53.7% | $70,126-10.1% |
| Participation rate | 23.7% | 74.2%-50.4pp | 81.9%-58.2pp | 69.5%-45.8pp |
| Annual return | 16.99% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $713 | $2,966-76.0% | $4,696-84.8% | $2,343-69.6% |
| Participant deferral / active EE | $1,533 | $5,051-69.7% | $6,247-75.5% | $3,332-54.0% |
| Admin fee / account holder | $3,586 | $5,421-33.8% | $9,244-61.2% | $4,645-22.8% |