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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 | $51,281 | $54,690-6.2% | $76,030-32.6% | $74,478-31.1% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.5pp | 67.2%-50.7pp |
| Annual return | 11.75% | 31.92%-20.2pp | 361.54%-349.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $396 | $1,781-77.8% | $2,688-85.3% | $2,626-84.9% |
| Participant deferral / active EE | $615 | $3,070-80.0% | $4,257-85.6% | $4,350-85.9% |
| Admin fee / account holder | $5,834 | $2,240+160.5% | $6,421-9.1% | $1,946+199.8% |