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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 | $43,724 | $55,470-21.2% | $155,556-71.9% | $74,478-41.3% |
| Participation rate | 18.7% | 61.9%-43.2pp | 78.2%-59.5pp | 67.2%-48.5pp |
| Annual return | 14.81% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $516 | $2,267-77.2% | $4,675-89.0% | $2,626-80.3% |
| Participant deferral / active EE | $563 | $2,838-80.2% | $5,631-90.0% | $4,350-87.1% |
| Admin fee / account holder | $1,352 | $1,744-22.5% | $15,885-91.5% | $1,946-30.5% |