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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 | $64,116 | $90,486-29.1% | $78,676-18.5% | $273,972-76.6% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 19.34% | 75.62%-56.3pp | 62.19%-42.9pp | 41.46%-22.1pp |
| Employer contribution / active EE | $6,667 | $3,175+110.0% | $2,850+133.9% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,477 | $5,263+23.1% | $4,510+43.6% | $10,133-36.1% |