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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 | $55,818 | $58,241-4.2% | $81,780-31.7% | $80,911-31.0% |
| Participation rate | 22.6% | 63.4%-40.8pp | 72.4%-49.7pp | 67.6%-45.0pp |
| Annual return | 14.62% | 41.73%-27.1pp | 776.27%-761.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $344 | $2,343-85.3% | $2,914-88.2% | $2,756-87.5% |
| Participant deferral / active EE | $589 | $3,283-82.1% | $4,321-86.4% | $4,297-86.3% |
| Admin fee / account holder | $3,357 | $4,973-32.5% | $7,384-54.5% | $6,935-51.6% |