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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 | $57,114 | $85,171-32.9% | $172,753-66.9% | $72,976-21.7% |
| Participation rate | 27.0% | 70.1%-43.1pp | 82.6%-55.7pp | 69.5%-42.5pp |
| Annual return | 20.78% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $466 | $3,324-86.0% | $5,144-90.9% | $2,440-80.9% |
| Participant deferral / active EE | $720 | $3,260-77.9% | $5,198-86.1% | $3,608-80.0% |
| Admin fee / account holder | $348 | $5,880-94.1% | $13,956-97.5% | $5,124-93.2% |