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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 | $62,659 | $48,314+29.7% | $67,561-7.3% | $80,925-22.6% |
| Participation rate | 3.4% | 66.4%-63.0pp | 72.9%-69.5pp | 67.7%-64.3pp |
| Annual return | 29.57% | 18.28%+11.3pp | 3525.44%-3495.9pp | 35.65%-6.1pp |
| Employer contribution / active EE | $500 | $2,022-75.3% | $2,735-81.7% | $2,756-81.9% |
| Participant deferral / active EE | $334 | $2,927-88.6% | $4,003-91.7% | $4,299-92.2% |
| Admin fee / account holder | $9,941 | $3,690+169.4% | $4,006+148.2% | $6,940+43.2% |