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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 | $107,185 | $102,429+4.6% | $147,096-27.1% | $80,925+32.5% |
| Participation rate | 61.5% | 75.9%-14.4pp | 82.2%-20.7pp | 67.7%-6.2pp |
| Annual return | 12.17% | 135.02%-122.9pp | 419.75%-407.6pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,859 | $3,716-50.0% | $4,936-62.3% | $2,756-32.6% |
| Participant deferral / active EE | $2,498 | $6,649-62.4% | $8,071-69.0% | $4,299-41.9% |
| Admin fee / account holder | $8,791 | $7,957+10.5% | $13,005-32.4% | $6,940+26.7% |