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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 | $65,979 | $66,444-0.7% | $120,225-45.1% | $79,634-17.1% |
| Participation rate | 14.7% | 42.8%-28.1pp | 69.6%-54.9pp | 62.5%-47.8pp |
| Annual return | 16.82% | 53.37%-36.6pp | 439.23%-422.4pp | 36.46%-19.6pp |
| Employer contribution / active EE | $196 | $1,860-89.5% | $3,475-94.4% | $2,529-92.2% |
| Participant deferral / active EE | $453 | $2,798-83.8% | $3,999-88.7% | $3,835-88.2% |
| Admin fee / account holder | $2,477 | $1,295+91.2% | $5,696-56.5% | $1,002+147.2% |