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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 | $51,930 | $85,766-39.5% | $136,297-61.9% | $70,124-25.9% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 17.17% | 31.45%-14.3pp | 5156.19%-5139.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,931 | $2,966-1.2% | $4,696-37.6% | $2,342+25.1% |
| Participant deferral / active EE | $271 | $5,051-94.6% | $6,247-95.7% | $3,332-91.9% |
| Admin fee / account holder | $1,696 | $5,420-68.7% | $9,244-81.7% | $4,645-63.5% |