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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 | $85,769 | $102,422-16.3% | $147,117-41.7% | $80,959+5.9% |
| Participation rate | 59.4% | 75.9%-16.5pp | 82.2%-22.8pp | 67.7%-8.3pp |
| Annual return | 17.95% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $6,468 | $3,717+74.0% | $4,932+31.1% | $2,757+134.6% |
| Participant deferral / active EE | $2,521 | $6,652-62.1% | $8,065-68.7% | $4,300-41.4% |
| Admin fee / account holder | $16,398 | $7,953+106.2% | $12,993+26.2% | $6,925+136.8% |