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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 | $43,215 | $74,661-42.1% | $160,784-73.1% | $67,986-36.4% |
| Participation rate | 14.8% | 57.1%-42.4pp | 77.0%-62.2pp | 57.2%-42.5pp |
| Annual return | 15.54% | 28.83%-13.3pp | 1803.92%-1788.4pp | 31.67%-16.1pp |
| Employer contribution / active EE | $412 | $1,829-77.5% | $3,733-89.0% | $2,019-79.6% |
| Participant deferral / active EE | $625 | $3,681-83.0% | $6,293-90.1% | $3,358-81.4% |
| Admin fee / account holder | $5,903 | $3,959+49.1% | $9,717-39.2% | $3,203+84.3% |