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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 | $86,378 | $102,638-15.8% | $81,982+5.4% | $158,982-45.7% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.3%-22.6pp | 82.0%-35.3pp |
| Annual return | 11.55% | 61.05%-49.5pp | 41.31%-29.8pp | 302.99%-291.4pp |
| Employer contribution / active EE | $500 | $3,241-84.6% | $2,498-80.0% | $4,763-89.5% |
| Participant deferral / active EE | $789 | $4,649-83.0% | $3,722-78.8% | $5,983-86.8% |
| Admin fee / account holder | $8,785 | $8,237+6.6% | $5,665+55.1% | $11,252-21.9% |