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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 | $96,552 | $105,198-8.2% | $159,455-39.4% | $85,856+12.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 13.16% | 45.08%-31.9pp | 263.63%-250.5pp | 318.58%-305.4pp |
| Employer contribution / active EE | $1,239 | $3,319-62.7% | $4,830-74.4% | $2,565-51.7% |
| Participant deferral / active EE | $2,427 | $5,946-59.2% | $7,353-67.0% | $3,952-38.6% |
| Admin fee / account holder | $3,299 | $6,934-52.4% | $10,800-69.5% | $6,261-47.3% |