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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 | $88,088 | $63,354+39.0% | $94,105-6.4% | $82,637+6.6% |
| Participation rate | 24.3% | 63.8%-39.5pp | 71.9%-47.6pp | 68.1%-43.7pp |
| Annual return | 15.91% | 34.36%-18.4pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $565 | $1,760-67.9% | $2,504-77.4% | $2,552-77.9% |
| Participant deferral / active EE | $657 | $2,873-77.1% | $3,881-83.1% | $4,126-84.1% |
| Admin fee / account holder | $4,409 | $5,073-13.1% | $6,199-28.9% | $7,339-39.9% |