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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 | $83,049 | $85,766-3.2% | $136,298-39.1% | $70,126+18.4% |
| Participation rate | 42.6% | 74.2%-31.6pp | 81.9%-39.4pp | 69.5%-27.0pp |
| Annual return | 16.06% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $747 | $2,966-74.8% | $4,696-84.1% | $2,343-68.1% |
| Participant deferral / active EE | $2,056 | $5,051-59.3% | $6,247-67.1% | $3,332-38.3% |
| Admin fee / account holder | $2,462 | $5,421-54.6% | $9,244-73.4% | $4,645-47.0% |