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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 | $85,646 | $61,125+40.1% | $94,057-8.9% | $87,485-2.1% |
| Participation rate | 7.7% | 64.1%-56.4pp | 73.3%-65.7pp | 68.9%-61.2pp |
| Annual return | 20.59% | 35.20%-14.6pp | 480.62%-460.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $324 | $2,136-84.8% | $2,933-89.0% | $2,596-87.5% |
| Participant deferral / active EE | $596 | $3,260-81.7% | $4,709-87.3% | $4,274-86.0% |
| Admin fee / account holder | $787 | $5,629-86.0% | $7,244-89.1% | $7,775-89.9% |