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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 | $77,110 | $78,529-1.8% | $105,591-27.0% | $74,400+3.6% |
| Participation rate | 20.0% | 72.8%-52.8pp | 75.3%-55.3pp | 67.2%-47.2pp |
| Annual return | 12.77% | 15.94%-3.2pp | 116.43%-103.7pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $1,362 | $2,522-46.0% | $3,166-57.0% | $2,624-48.1% |
| Participant deferral / active EE | $330 | $4,321-92.4% | $5,008-93.4% | $4,348-92.4% |
| Admin fee / account holder | $1,615 | $2,216-27.1% | $11,024-85.4% | $1,944-16.9% |