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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 | $52,028 | $56,116-7.3% | $135,768-61.7% | $86,983-40.2% |
| Participation rate | 10.0% | 60.1%-50.1pp | 71.1%-61.1pp | 69.5%-59.5pp |
| Annual return | 13.89% | 125.33%-111.4pp | 526.10%-512.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $452 | $1,528-70.4% | $3,394-86.7% | $2,584-82.5% |
| Participant deferral / active EE | $519 | $2,690-80.7% | $3,977-86.9% | $4,194-87.6% |
| Admin fee / account holder | $513 | $4,314-88.1% | $7,048-92.7% | $7,856-93.5% |