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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 | $130,974 | $223,823-41.5% | $211,142-38.0% | $154,746-15.4% |
| Participation rate | 53.8% | 87.9%-34.0pp | 87.3%-33.4pp | 80.7%-26.9pp |
| Annual return | 95.84% | 50.39%+45.4pp | 46.84%+49.0pp | 172.34%-76.5pp |
| Employer contribution / active EE | $1,823 | $6,787-73.1% | $6,442-71.7% | $4,379-58.4% |
| Participant deferral / active EE | $1,997 | $9,750-79.5% | $9,284-78.5% | $6,730-70.3% |
| Admin fee / account holder | $6,711 | $19,707-65.9% | $19,076-64.8% | $14,365-53.3% |