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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 | $55,604 | $85,766-35.2% | $136,298-59.2% | $70,126-20.7% |
| Participation rate | 30.8% | 74.2%-43.4pp | 81.9%-51.2pp | 69.5%-38.8pp |
| Annual return | 16.36% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $779 | $2,966-73.7% | $4,696-83.4% | $2,343-66.7% |
| Participant deferral / active EE | $1,302 | $5,051-74.2% | $6,247-79.2% | $3,332-60.9% |
| Admin fee / account holder | $4,020 | $5,421-25.8% | $9,244-56.5% | $4,645-13.5% |