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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 | $111,057 | $91,537+21.3% | $130,045-14.6% | $75,173+47.7% |
| Participation rate | 64.6% | 71.5%-6.9pp | 78.5%-13.9pp | 67.2%-2.6pp |
| Annual return | 13.13% | -631.55%+644.7pp | -137.30%+150.4pp | 160.72%-147.6pp |
| Employer contribution / active EE | $3,821 | $2,845+34.3% | $4,321-11.6% | $2,671+43.0% |
| Participant deferral / active EE | $1,437 | $4,343-66.9% | $5,820-75.3% | $4,126-65.2% |
| Admin fee / account holder | $694 | $6,780-89.8% | $10,600-93.4% | $5,651-87.7% |