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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 | $43,551 | $85,766-49.2% | $136,297-68.0% | $70,124-37.9% |
| Participation rate | 44.1% | 74.2%-30.0pp | 81.9%-37.8pp | 69.5%-25.4pp |
| Annual return | 22.91% | 31.45%-8.5pp | 5156.19%-5133.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $1,720 | $2,966-42.0% | $4,696-63.4% | $2,342-26.6% |
| Participant deferral / active EE | $972 | $5,051-80.8% | $6,247-84.4% | $3,332-70.8% |
| Admin fee / account holder | $536 | $5,420-90.1% | $9,244-94.2% | $4,645-88.5% |