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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 | $88,408 | $102,429-13.7% | $147,096-39.9% | $80,925+9.2% |
| Participation rate | 44.1% | 75.9%-31.7pp | 82.2%-38.1pp | 67.7%-23.5pp |
| Annual return | 17.71% | 135.02%-117.3pp | 419.75%-402.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $944 | $3,716-74.6% | $4,936-80.9% | $2,756-65.8% |
| Participant deferral / active EE | $2,288 | $6,649-65.6% | $8,071-71.6% | $4,299-46.8% |
| Admin fee / account holder | $932 | $7,957-88.3% | $13,005-92.8% | $6,940-86.6% |