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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 | $69,492 | $104,479-33.5% | $159,474-56.4% | $79,391-12.5% |
| Participation rate | 59.8% | 76.6%-16.8pp | 82.8%-23.0pp | 70.7%-10.9pp |
| Annual return | 21.71% | 67.98%-46.3pp | 263.68%-242.0pp | 116.88%-95.2pp |
| Employer contribution / active EE | $1,284 | $3,417-62.4% | $4,831-73.4% | $2,428-47.1% |
| Participant deferral / active EE | $2,304 | $6,468-64.4% | $7,353-68.7% | $4,046-43.0% |
| Admin fee / account holder | $1,986 | $711+179.2% | $10,802-81.6% | $627+217.0% |