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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 | $71,778 | $63,346+13.3% | $92,240-22.2% | $70,126+2.4% |
| Participation rate | 21.7% | 68.7%-47.0pp | 76.5%-54.8pp | 69.5%-47.9pp |
| Annual return | 21.08% | 530.19%-509.1pp | 176.29%-155.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $776 | $2,471-68.6% | $3,680-78.9% | $2,343-66.9% |
| Participant deferral / active EE | $1,139 | $2,854-60.1% | $3,897-70.8% | $3,332-65.8% |
| Admin fee / account holder | $2,442 | $3,841-36.4% | $5,194-53.0% | $4,645-47.4% |