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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 | $74,982 | $85,766-12.6% | $136,298-45.0% | $70,126+6.9% |
| Participation rate | 13.3% | 74.2%-60.8pp | 81.9%-68.6pp | 69.5%-56.2pp |
| Annual return | 19.26% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $570 | $2,966-80.8% | $4,696-87.9% | $2,343-75.7% |
| Participant deferral / active EE | $793 | $5,051-84.3% | $6,247-87.3% | $3,332-76.2% |
| Admin fee / account holder | $13,651 | $5,421+151.8% | $9,244+47.7% | $4,645+193.9% |