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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 | $38,674 | $102,429-62.2% | $147,096-73.7% | $80,925-52.2% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 14.45% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $3,846 | $3,716+3.5% | $4,936-22.1% | $2,756+39.5% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $556 | $7,957-93.0% | $13,005-95.7% | $6,940-92.0% |