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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 | $55,205 | $99,921-44.8% | $85,009-35.1% | $145,959-62.2% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 13.11% | 83.89%-70.8pp | 66.47%-53.4pp | 561.95%-548.8pp |
| Employer contribution / active EE | $517 | $3,233-84.0% | $2,728-81.0% | $4,661-88.9% |
| Participant deferral / active EE | $738 | $5,293-86.1% | $4,522-83.7% | $6,689-89.0% |
| Admin fee / account holder | $1,454 | $7,252-79.9% | $6,153-76.4% | $13,398-89.1% |