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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 | $97,404 | $63,346+53.8% | $92,240+5.6% | $70,126+38.9% |
| Participation rate | 6.5% | 68.7%-62.2pp | 76.5%-70.0pp | 69.5%-63.0pp |
| Annual return | 19.59% | 530.19%-510.6pp | 176.29%-156.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $521 | $2,471-78.9% | $3,680-85.8% | $2,343-77.7% |
| Participant deferral / active EE | $521 | $2,854-81.7% | $3,897-86.6% | $3,332-84.4% |
| Admin fee / account holder | $1,816 | $3,841-52.7% | $5,194-65.0% | $4,645-60.9% |