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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 | $56,745 | $49,897+13.7% | $80,648-29.6% | $75,177-24.5% |
| Participation rate | 4.9% | 55.3%-50.5pp | 67.0%-62.1pp | 67.2%-62.3pp |
| Annual return | 19.19% | 34.68%-15.5pp | 937.21%-918.0pp | 160.75%-141.6pp |
| Employer contribution / active EE | $372 | $1,699-78.1% | $2,724-86.3% | $2,671-86.1% |
| Participant deferral / active EE | $615 | $2,992-79.4% | $4,443-86.2% | $4,126-85.1% |
| Admin fee / account holder | $6,546 | $3,579+82.9% | $5,382+21.6% | $5,651+15.8% |