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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 | $56,117 | $102,382-45.2% | $147,005-61.8% | $80,874-30.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 15.74% | 134.89%-119.2pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,626 | $3,715-56.2% | $4,934-67.1% | $2,756-41.0% |
| Participant deferral / active EE | $2,607 | $6,646-60.8% | $8,070-67.7% | $4,297-39.3% |
| Admin fee / account holder | $9,893 | $7,942+24.6% | $13,006-23.9% | $6,935+42.7% |