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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 | $75,399 | $65,423+15.2% | $98,477-23.4% | $85,856-12.2% |
| Participation rate | 11.4% | 65.0%-53.6pp | 73.3%-62.0pp | 69.3%-58.0pp |
| Annual return | 11.80% | 21.76%-10.0pp | 1493.59%-1481.8pp | 318.58%-306.8pp |
| Employer contribution / active EE | $221 | $2,168-89.8% | $2,961-92.5% | $2,565-91.4% |
| Participant deferral / active EE | $427 | $3,167-86.5% | $4,276-90.0% | $3,952-89.2% |
| Admin fee / account holder | $386 | $4,594-91.6% | $5,951-93.5% | $6,261-93.8% |