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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 | $73,822 | $77,145-4.3% | $108,410-31.9% | $85,856-14.0% |
| Participation rate | 51.2% | 74.7%-23.5pp | 80.1%-28.9pp | 69.3%-18.1pp |
| Annual return | 31.74% | 44.54%-12.8pp | 905.34%-873.6pp | 318.58%-286.8pp |
| Employer contribution / active EE | $821 | $2,379-65.5% | $3,558-76.9% | $2,565-68.0% |
| Participant deferral / active EE | $1,305 | $5,566-76.6% | $6,562-80.1% | $3,952-67.0% |
| Admin fee / account holder | $6,178 | $5,172+19.4% | $7,296-15.3% | $6,261-1.3% |