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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 | $80,026 | $85,766-6.7% | $136,298-41.3% | $70,126+14.1% |
| Participation rate | 32.1% | 74.2%-42.0pp | 81.9%-49.8pp | 69.5%-37.4pp |
| Annual return | 18.49% | 31.46%-13.0pp | 5156.27%-5137.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $801 | $2,966-73.0% | $4,696-82.9% | $2,343-65.8% |
| Participant deferral / active EE | $1,078 | $5,051-78.7% | $6,247-82.7% | $3,332-67.6% |
| Admin fee / account holder | $5,708 | $5,421+5.3% | $9,244-38.3% | $4,645+22.9% |