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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 | $37,898 | $85,766-55.8% | $136,298-72.2% | $70,126-46.0% |
| Participation rate | 21.7% | 74.2%-52.4pp | 81.9%-60.2pp | 69.5%-47.8pp |
| Annual return | 19.65% | 31.46%-11.8pp | 5156.27%-5136.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $725 | $2,966-75.6% | $4,696-84.6% | $2,343-69.1% |
| Participant deferral / active EE | $1,564 | $5,051-69.0% | $6,247-75.0% | $3,332-53.1% |
| Admin fee / account holder | $5,644 | $5,421+4.1% | $9,244-38.9% | $4,645+21.5% |