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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 | $65,964 | $96,731-31.8% | $123,973-46.8% | $86,983-24.2% |
| Participation rate | 30.8% | 70.0%-39.2pp | 76.7%-45.9pp | 69.5%-38.8pp |
| Annual return | 79.35% | 17.33%+62.0pp | 388.13%-308.8pp | 25.83%+53.5pp |
| Employer contribution / active EE | $1,091 | $3,297-66.9% | $4,126-73.6% | $2,584-57.8% |
| Participant deferral / active EE | $1,598 | $4,152-61.5% | $5,247-69.5% | $4,194-61.9% |
| Admin fee / account holder | $6,988 | $8,722-19.9% | $11,799-40.8% | $7,856-11.0% |