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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 | $65,155 | $45,566+43.0% | $64,105+1.6% | $59,633+9.3% |
| Participation rate | 27.2% | 60.2%-33.0pp | 68.2%-41.0pp | 68.7%-41.5pp |
| Annual return | 0.39% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $361 | $934-61.4% | $1,820-80.2% | $2,203-83.6% |
| Participant deferral / active EE | $644 | $2,057-68.7% | $2,822-77.2% | $3,192-79.8% |
| Admin fee / account holder | $5,512 | $3,268+68.7% | $4,499+22.5% | $4,297+28.3% |