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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 | $64,335 | $85,766-25.0% | $136,295-52.8% | $70,131-8.3% |
| Participation rate | 31.6% | 74.2%-42.6pp | 81.9%-50.3pp | 69.5%-38.0pp |
| Annual return | 16.86% | 31.45%-14.6pp | 5155.97%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,402 | $2,966-52.7% | $4,695-70.1% | $2,342-40.2% |
| Participant deferral / active EE | $2,008 | $5,051-60.2% | $6,247-67.8% | $3,332-39.7% |
| Admin fee / account holder | $9,687 | $5,420+78.7% | $9,243+4.8% | $4,645+108.5% |