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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 | $85,779 | $52,353+63.8% | $120,225-28.7% | $82,448+4.0% |
| Participation rate | 13.0% | 58.3%-45.3pp | 69.6%-56.5pp | 68.1%-55.0pp |
| Annual return | 14.29% | 61.85%-47.6pp | 439.23%-424.9pp | 41.64%-27.3pp |
| Employer contribution / active EE | $328 | $1,510-78.3% | $3,475-90.6% | $2,551-87.1% |
| Participant deferral / active EE | $587 | $2,627-77.7% | $3,999-85.3% | $4,139-85.8% |
| Admin fee / account holder | $4,191 | $4,363-3.9% | $5,696-26.4% | $7,234-42.1% |