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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 | $92,468 | $99,994-7.5% | $146,647-36.9% | $85,851+7.7% |
| Participation rate | 52.1% | 73.1%-21.0pp | 80.1%-28.0pp | 69.3%-17.2pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.75%-9.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $822 | $2,559-67.9% | $4,137-80.1% | $2,565-68.0% |
| Participant deferral / active EE | $1,753 | $4,006-56.2% | $5,506-68.2% | $3,952-55.7% |
| Admin fee / account holder | $6,818 | $7,703-11.5% | $10,281-33.7% | $6,261+8.9% |