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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 | $41,119 | $99,957-58.9% | $149,745-72.5% | $73,497-44.1% |
| Participation rate | 26.7% | 75.7%-49.0pp | 82.5%-55.8pp | 70.7%-44.0pp |
| Annual return | 61.58% | 53.87%+7.7pp | 276.72%-215.1pp | 28.51%+33.1pp |
| Employer contribution / active EE | $867 | $3,191-72.8% | $4,646-81.3% | $2,270-61.8% |
| Participant deferral / active EE | $2,122 | $6,073-65.1% | $6,843-69.0% | $3,740-43.3% |
| Admin fee / account holder | $4,243 | $551+670.4% | $9,312-54.4% | $513+726.9% |