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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 | $54,268 | $54,729-0.8% | $86,235-37.1% | $71,529-24.1% |
| Participation rate | 17.1% | 60.1%-43.0pp | 69.0%-51.9pp | 67.9%-50.9pp |
| Annual return | 14.69% | 20.07%-5.4pp | 1170.03%-1155.3pp | 28.97%-14.3pp |
| Employer contribution / active EE | $357 | $1,267-71.8% | $2,381-85.0% | $2,590-86.2% |
| Participant deferral / active EE | $753 | $3,110-75.8% | $3,987-81.1% | $4,291-82.5% |
| Admin fee / account holder | $9,009 | $1,921+368.9% | $6,856+31.4% | $1,588+467.2% |