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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 | $92,333 | $106,918-13.6% | $84,021+9.9% | $152,897-39.6% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 24.20% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $721 | $2,735-73.7% | $1,984-63.7% | $4,764-84.9% |
| Participant deferral / active EE | $963 | $4,012-76.0% | $3,239-70.3% | $5,851-83.5% |
| Admin fee / account holder | $362 | $8,288-95.6% | $6,102-94.1% | $11,599-96.9% |