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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 | $56,062 | $65,904-14.9% | $160,784-65.1% | $79,634-29.6% |
| Participation rate | 18.5% | 56.2%-37.7pp | 77.0%-58.4pp | 62.5%-44.0pp |
| Annual return | 21.39% | 20.16%+1.2pp | 1803.92%-1782.5pp | 36.46%-15.1pp |
| Employer contribution / active EE | $0 | $1,805-100.0% | $3,733-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $993 | $3,692-73.1% | $6,293-84.2% | $3,835-74.1% |
| Admin fee / account holder | $745 | $965-22.9% | $9,717-92.3% | $1,002-25.7% |