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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 | $55,591 | $102,422-45.7% | $147,117-62.2% | $80,959-31.3% |
| Participation rate | 61.2% | 75.9%-14.6pp | 82.2%-21.0pp | 67.7%-6.4pp |
| Annual return | 14.75% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,348 | $3,717-63.7% | $4,932-72.7% | $2,757-51.1% |
| Participant deferral / active EE | $2,258 | $6,652-66.1% | $8,065-72.0% | $4,300-47.5% |
| Admin fee / account holder | $5,938 | $7,953-25.3% | $12,993-54.3% | $6,925-14.3% |