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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 | $25,642 | $85,766-70.1% | $136,298-81.2% | $70,126-63.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 18.23% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,763 | $2,966-6.8% | $4,696-41.1% | $2,343+18.0% |
| Participant deferral / active EE | $1,735 | $5,051-65.7% | $6,247-72.2% | $3,332-47.9% |
| Admin fee / account holder | $1,089 | $5,421-79.9% | $9,244-88.2% | $4,645-76.5% |