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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 | $94,082 | $105,198-10.6% | $159,455-41.0% | $85,856+9.6% |
| Participation rate | 31.0% | 75.8%-44.8pp | 82.8%-51.8pp | 69.3%-38.3pp |
| Annual return | 13.52% | 45.08%-31.6pp | 263.63%-250.1pp | 318.58%-305.1pp |
| Employer contribution / active EE | $799 | $3,319-75.9% | $4,830-83.5% | $2,565-68.9% |
| Participant deferral / active EE | $2,162 | $5,946-63.6% | $7,353-70.6% | $3,952-45.3% |
| Admin fee / account holder | $581 | $6,934-91.6% | $10,800-94.6% | $6,261-90.7% |