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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 | $55,624 | $85,766-35.1% | $136,298-59.2% | $70,126-20.7% |
| Participation rate | 40.7% | 74.2%-33.4pp | 81.9%-41.2pp | 69.5%-28.8pp |
| Annual return | 20.18% | 31.46%-11.3pp | 5156.27%-5136.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $605 | $2,966-79.6% | $4,696-87.1% | $2,343-74.2% |
| Participant deferral / active EE | $1,607 | $5,051-68.2% | $6,247-74.3% | $3,332-51.8% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |