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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 | $57,201 | $52,581+8.8% | $130,788-56.3% | $64,340-11.1% |
| Participation rate | 17.1% | 46.5%-29.5pp | 70.1%-53.0pp | 55.2%-38.2pp |
| Annual return | 17.97% | 20.39%-2.4pp | 386.44%-368.5pp | 24.14%-6.2pp |
| Employer contribution / active EE | $484 | $1,031-53.1% | $3,558-86.4% | $1,862-74.0% |
| Participant deferral / active EE | $699 | $2,200-68.2% | $4,137-83.1% | $2,980-76.6% |
| Admin fee / account holder | $4,869 | $4,583+6.2% | $6,673-27.0% | $3,703+31.5% |