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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 | $61,792 | $63,346-2.5% | $92,240-33.0% | $70,126-11.9% |
| Participation rate | 24.1% | 68.7%-44.6pp | 76.5%-52.4pp | 69.5%-45.5pp |
| Annual return | 19.39% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $675 | $2,471-72.7% | $3,680-81.7% | $2,343-71.2% |
| Participant deferral / active EE | $723 | $2,854-74.7% | $3,897-81.4% | $3,332-78.3% |
| Admin fee / account holder | $3,848 | $3,841+0.2% | $5,194-25.9% | $4,645-17.2% |