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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 | $54,366 | $102,393-46.9% | $147,041-63.0% | $80,911-32.8% |
| Participation rate | 58.1% | 75.9%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 16.36% | 134.95%-118.6pp | 419.21%-402.8pp | 35.63%-19.3pp |
| Employer contribution / active EE | $922 | $3,715-75.2% | $4,935-81.3% | $2,756-66.6% |
| Participant deferral / active EE | $2,387 | $6,647-64.1% | $8,071-70.4% | $4,297-44.5% |
| Admin fee / account holder | $1,579 | $7,943-80.1% | $13,006-87.9% | $6,935-77.2% |