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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 | $87,450 | $85,766+2.0% | $136,298-35.8% | $70,126+24.7% |
| Participation rate | 19.1% | 74.2%-55.0pp | 81.9%-62.8pp | 69.5%-50.4pp |
| Annual return | 20.57% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $710 | $2,966-76.0% | $4,696-84.9% | $2,343-69.7% |
| Participant deferral / active EE | $1,985 | $5,051-60.7% | $6,247-68.2% | $3,332-40.4% |
| Admin fee / account holder | $411 | $5,421-92.4% | $9,244-95.6% | $4,645-91.1% |