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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 | $29,359 | $63,346-53.7% | $92,240-68.2% | $70,126-58.1% |
| Participation rate | 45.5% | 68.7%-23.2pp | 76.5%-31.0pp | 69.5%-24.1pp |
| Annual return | 15.97% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $572 | $2,471-76.8% | $3,680-84.4% | $2,343-75.6% |
| Participant deferral / active EE | $923 | $2,854-67.7% | $3,897-76.3% | $3,332-72.3% |
| Admin fee / account holder | $529 | $3,841-86.2% | $5,194-89.8% | $4,645-88.6% |