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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 | $64,139 | $39,028+64.3% | $80,741-20.6% | $85,856-25.3% |
| Participation rate | 20.0% | 41.6%-21.6pp | 54.2%-34.2pp | 69.3%-49.3pp |
| Annual return | 13.88% | 26.31%-12.4pp | 87.30%-73.4pp | 318.58%-304.7pp |
| Employer contribution / active EE | $160 | $722-77.9% | $1,160-86.2% | $2,565-93.8% |
| Participant deferral / active EE | $165 | $1,326-87.6% | $2,145-92.3% | $3,952-95.8% |
| Admin fee / account holder | $4,341 | $2,429+78.7% | $3,380+28.4% | $6,261-30.7% |