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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 | $56,431+52.0% | $130,788-34.4% | $87,485-1.9% |
| Participation rate | 13.0% | 58.9%-45.9pp | 70.1%-57.1pp | 68.9%-55.9pp |
| Annual return | 14.29% | 91.27%-77.0pp | 386.44%-372.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $328 | $1,549-78.8% | $3,558-90.8% | $2,596-87.4% |
| Participant deferral / active EE | $587 | $2,749-78.6% | $4,137-85.8% | $4,274-86.3% |
| Admin fee / account holder | $4,191 | $4,433-5.5% | $6,673-37.2% | $7,775-46.1% |