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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 | $65,964 | $93,345-29.3% | $119,126-44.6% | $87,485-24.6% |
| Participation rate | 30.8% | 68.7%-38.0pp | 75.8%-45.0pp | 68.9%-38.2pp |
| Annual return | 79.35% | 19.08%+60.3pp | 282.11%-202.8pp | 26.06%+53.3pp |
| Employer contribution / active EE | $1,091 | $3,172-65.6% | $4,034-72.9% | $2,596-58.0% |
| Participant deferral / active EE | $1,598 | $4,099-61.0% | $5,318-70.0% | $4,274-62.6% |
| Admin fee / account holder | $6,988 | $8,039-13.1% | $10,693-34.7% | $7,775-10.1% |