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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 | $37,590 | $60,128-37.5% | $90,440-58.4% | $79,852-52.9% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 14.28% | 71.95%-57.7pp | 1294.38%-1280.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $378 | $2,068-81.7% | $3,263-88.4% | $2,471-84.7% |
| Participant deferral / active EE | $753 | $2,939-74.4% | $3,964-81.0% | $3,740-79.9% |
| Admin fee / account holder | $5,317 | $3,977+33.7% | $5,615-5.3% | $5,306+0.2% |