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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 | $79,975 | $85,766-6.8% | $136,298-41.3% | $70,126+14.0% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 17.94% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,035 | $2,966-65.1% | $4,696-78.0% | $2,343-55.8% |
| Participant deferral / active EE | $2,110 | $5,051-58.2% | $6,247-66.2% | $3,332-36.7% |
| Admin fee / account holder | $2,782 | $5,421-48.7% | $9,244-69.9% | $4,645-40.1% |