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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 | $85,968 | $102,422-16.1% | $147,117-41.6% | $80,959+6.2% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 15.58% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,493 | $3,717-59.8% | $4,932-69.7% | $2,757-45.8% |
| Participant deferral / active EE | $2,285 | $6,652-65.7% | $8,065-71.7% | $4,300-46.9% |
| Admin fee / account holder | $5,887 | $7,953-26.0% | $12,993-54.7% | $6,925-15.0% |