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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 | $68,333 | $85,766-20.3% | $136,298-49.9% | $70,126-2.6% |
| Participation rate | 43.1% | 74.2%-31.1pp | 81.9%-38.8pp | 69.5%-26.4pp |
| Annual return | 18.98% | 31.46%-12.5pp | 5156.27%-5137.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,552 | $2,966-47.7% | $4,696-67.0% | $2,343-33.8% |
| Participant deferral / active EE | $2,046 | $5,051-59.5% | $6,247-67.2% | $3,332-38.6% |
| Admin fee / account holder | $1,259 | $5,421-76.8% | $9,244-86.4% | $4,645-72.9% |