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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 | $125,076 | $85,766+45.8% | $136,298-8.2% | $70,126+78.4% |
| Participation rate | 52.0% | 74.2%-22.2pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 20.29% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $971 | $2,966-67.3% | $4,696-79.3% | $2,343-58.6% |
| Participant deferral / active EE | $2,039 | $5,051-59.6% | $6,247-67.4% | $3,332-38.8% |
| Admin fee / account holder | $4,723 | $5,421-12.9% | $9,244-48.9% | $4,645+1.7% |