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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 | $93,556 | $54,717+71.0% | $86,209+8.5% | $71,495+30.9% |
| Participation rate | 27.6% | 60.1%-32.5pp | 69.0%-41.3pp | 67.9%-40.3pp |
| Annual return | 20.12% | 20.07%+0.1pp | 1169.05%-1148.9pp | 28.85%-8.7pp |
| Employer contribution / active EE | $530 | $1,267-58.2% | $2,381-77.7% | $2,589-79.5% |
| Participant deferral / active EE | $804 | $3,110-74.1% | $3,986-79.8% | $4,291-81.3% |
| Admin fee / account holder | $2,523 | $1,922+31.3% | $6,853-63.2% | $1,588+58.9% |