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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 | $61,685 | $102,422-39.8% | $147,117-58.1% | $80,959-23.8% |
| Participation rate | 54.7% | 75.9%-21.2pp | 82.2%-27.5pp | 67.7%-13.0pp |
| Annual return | 12.60% | 135.16%-122.6pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $5,971 | $3,717+60.6% | $4,932+21.0% | $2,757+116.6% |
| Participant deferral / active EE | $1,309 | $6,652-80.3% | $8,065-83.8% | $4,300-69.6% |
| Admin fee / account holder | $1,901 | $7,953-76.1% | $12,993-85.4% | $6,925-72.6% |