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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 | $81,392 | $102,393-20.5% | $147,041-44.6% | $80,911+0.6% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.6%-19.5pp |
| Annual return | 15.67% | 134.95%-119.3pp | 419.21%-403.5pp | 35.63%-20.0pp |
| Employer contribution / active EE | $1,232 | $3,715-66.8% | $4,935-75.0% | $2,756-55.3% |
| Participant deferral / active EE | $2,564 | $6,647-61.4% | $8,071-68.2% | $4,297-40.3% |
| Admin fee / account holder | $3,663 | $7,943-53.9% | $13,006-71.8% | $6,935-47.2% |