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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 | $78,610 | $85,766-8.3% | $136,298-42.3% | $70,126+12.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 16.37% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,238 | $2,966-58.3% | $4,696-73.6% | $2,343-47.1% |
| Participant deferral / active EE | $1,834 | $5,051-63.7% | $6,247-70.6% | $3,332-44.9% |
| Admin fee / account holder | $895 | $5,421-83.5% | $9,244-90.3% | $4,645-80.7% |