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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 | $74,982 | $105,210-28.7% | $159,487-53.0% | $85,851-12.7% |
| Participation rate | 47.4% | 75.8%-28.3pp | 82.8%-35.4pp | 69.3%-21.9pp |
| Annual return | 18.22% | 45.08%-26.9pp | 263.71%-245.5pp | 318.63%-300.4pp |
| Employer contribution / active EE | $1,076 | $3,319-67.6% | $4,831-77.7% | $2,565-58.1% |
| Participant deferral / active EE | $2,293 | $5,946-61.4% | $7,354-68.8% | $3,952-42.0% |
| Admin fee / account holder | $5,245 | $6,934-24.4% | $10,804-51.4% | $6,261-16.2% |