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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 | $73,222 | $98,760-25.9% | $149,715-51.1% | $79,858-8.3% |
| Participation rate | 22.8% | 75.8%-53.0pp | 82.5%-59.7pp | 69.6%-46.9pp |
| Annual return | 44.34% | 27.43%+16.9pp | 276.66%-232.3pp | 31.72%+12.6pp |
| Employer contribution / active EE | $1,098 | $3,217-65.9% | $4,645-76.4% | $2,471-55.5% |
| Participant deferral / active EE | $2,287 | $5,681-59.7% | $6,842-66.6% | $3,740-38.9% |
| Admin fee / account holder | $1,259 | $6,053-79.2% | $9,310-86.5% | $5,306-76.3% |