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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 | $82,963 | $85,766-3.3% | $136,297-39.1% | $70,131+18.3% |
| Participation rate | 26.3% | 74.2%-47.8pp | 81.9%-55.6pp | 69.5%-43.2pp |
| Annual return | 20.52% | 31.45%-10.9pp | 5156.16%-5135.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $654 | $2,966-78.0% | $4,696-86.1% | $2,342-72.1% |
| Participant deferral / active EE | $867 | $5,051-82.8% | $6,247-86.1% | $3,332-74.0% |
| Admin fee / account holder | $1,142 | $5,420-78.9% | $9,244-87.6% | $4,645-75.4% |