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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 | $83,934 | $59,116+42.0% | $86,438-2.9% | $68,486+22.6% |
| Participation rate | 51.5% | 75.2%-23.7pp | 80.3%-28.8pp | 67.9%-16.4pp |
| Annual return | 2.59% | -0.23%+2.8pp | 4397.19%-4394.6pp | -7.85%+10.4pp |
| Employer contribution / active EE | $937 | $2,519-62.8% | $3,769-75.1% | $2,597-63.9% |
| Participant deferral / active EE | $1,513 | $5,902-74.4% | $6,952-78.2% | $4,028-62.4% |
| Admin fee / account holder | $1,819 | $5,639-67.7% | $6,733-73.0% | $5,404-66.3% |