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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 | $57,665 | $51,878+11.2% | $68,368-15.7% | $79,634-27.6% |
| Participation rate | 8.3% | 53.7%-45.4pp | 73.8%-65.5pp | 62.5%-54.2pp |
| Annual return | 14.66% | 137.43%-122.8pp | 292.57%-277.9pp | 36.46%-21.8pp |
| Employer contribution / active EE | $209 | $1,931-89.2% | $2,649-92.1% | $2,529-91.8% |
| Participant deferral / active EE | $199 | $2,577-92.3% | $4,123-95.2% | $3,835-94.8% |
| Admin fee / account holder | $5,821 | $942+517.8% | $5,150+13.0% | $1,002+481.0% |