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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 | $67,760 | $70,418-3.8% | $96,570-29.8% | $85,847-21.1% |
| Participation rate | 22.2% | 61.8%-39.6pp | 69.8%-47.6pp | 69.3%-47.1pp |
| Annual return | 215.51% | 18.59%+196.9pp | 37.79%+177.7pp | 318.61%-103.1pp |
| Employer contribution / active EE | $797 | $1,413-43.6% | $2,357-66.2% | $2,565-68.9% |
| Participant deferral / active EE | $1,218 | $2,894-57.9% | $3,849-68.4% | $3,952-69.2% |
| Admin fee / account holder | $429 | $4,995-91.4% | $6,182-93.1% | $6,261-93.2% |