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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 | $64,663 | $48,364+33.7% | $71,796-9.9% | $62,881+2.8% |
| Participation rate | 19.4% | 60.6%-41.3pp | 69.1%-49.8pp | 69.3%-49.9pp |
| Annual return | 8.16% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $316 | $1,042-69.7% | $1,924-83.6% | $2,281-86.2% |
| Participant deferral / active EE | $917 | $2,091-56.2% | $2,794-67.2% | $3,203-71.4% |
| Admin fee / account holder | $1,466 | $3,771-61.1% | $4,815-69.6% | $4,296-65.9% |