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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 | $135,688 | $102,422+32.5% | $147,117-7.8% | $80,959+67.6% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-2.0pp |
| Annual return | 13.93% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,346 | $3,717-63.8% | $4,932-72.7% | $2,757-51.2% |
| Participant deferral / active EE | $2,547 | $6,652-61.7% | $8,065-68.4% | $4,300-40.8% |
| Admin fee / account holder | $1,044 | $7,953-86.9% | $12,993-92.0% | $6,925-84.9% |