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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 | $102,762 | $102,422+0.3% | $147,117-30.1% | $80,959+26.9% |
| Participation rate | 29.3% | 75.9%-46.6pp | 82.2%-52.9pp | 67.7%-38.4pp |
| Annual return | 13.08% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,005 | $3,717-73.0% | $4,932-79.6% | $2,757-63.6% |
| Participant deferral / active EE | $2,379 | $6,652-64.2% | $8,065-70.5% | $4,300-44.7% |
| Admin fee / account holder | $3,795 | $7,953-52.3% | $12,993-70.8% | $6,925-45.2% |