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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 | $82,987 | $58,275+42.4% | $81,844+1.4% | $80,935+2.5% |
| Participation rate | 13.3% | 63.5%-50.1pp | 72.4%-59.0pp | 67.7%-54.3pp |
| Annual return | 13.89% | 41.82%-27.9pp | 778.87%-765.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $401 | $2,346-82.9% | $2,916-86.2% | $2,757-85.4% |
| Participant deferral / active EE | $595 | $3,285-81.9% | $4,323-86.2% | $4,299-86.2% |
| Admin fee / account holder | $3,584 | $4,749-24.5% | $7,355-51.3% | $6,924-48.2% |