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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 | $68,473 | $117,895-41.9% | $102,460-33.2% | $145,897-53.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.12% | 31.92%-21.8pp | 29.47%-19.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,700 | $3,619-53.0% | $3,025-43.8% | $4,663-63.5% |
| Participant deferral / active EE | $1,700 | $5,736-70.4% | $5,056-66.4% | $6,689-74.6% |
| Admin fee / account holder | $967 | $13,353-92.8% | $9,460-89.8% | $13,390-92.8% |