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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 | $34,724 | $105,200-67.0% | $159,474-78.2% | $85,847-59.6% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.8%-27.3pp | 69.3%-13.8pp |
| Annual return | 16.19% | 45.08%-28.9pp | 263.68%-247.5pp | 318.61%-302.4pp |
| Employer contribution / active EE | $766 | $3,319-76.9% | $4,831-84.2% | $2,565-70.2% |
| Participant deferral / active EE | $2,084 | $5,946-64.9% | $7,353-71.7% | $3,952-47.3% |
| Admin fee / account holder | $3,345 | $6,934-51.8% | $10,802-69.0% | $6,261-46.6% |