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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 | $97,820 | $88,117+11.0% | $164,928-40.7% | $74,400+31.5% |
| Participation rate | 50.9% | 73.1%-22.2pp | 78.6%-27.7pp | 67.2%-16.3pp |
| Annual return | 12.56% | 17.27%-4.7pp | 70.08%-57.5pp | 1367.51%-1354.9pp |
| Employer contribution / active EE | $852 | $2,596-67.2% | $4,343-80.4% | $2,624-67.5% |
| Participant deferral / active EE | $1,538 | $4,501-65.8% | $6,034-74.5% | $4,348-64.6% |
| Admin fee / account holder | $5,879 | $2,230+163.7% | $12,684-53.7% | $1,944+202.5% |