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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 | $97,744 | $95,406+2.5% | $185,849-47.4% | $85,847+13.9% |
| Participation rate | 28.4% | 68.8%-40.4pp | 81.7%-53.4pp | 69.3%-41.0pp |
| Annual return | 17.16% | 23.59%-6.4pp | 122.10%-104.9pp | 318.61%-301.4pp |
| Employer contribution / active EE | $770 | $3,314-76.8% | $5,169-85.1% | $2,565-70.0% |
| Participant deferral / active EE | $875 | $3,424-74.4% | $5,569-84.3% | $3,952-77.9% |
| Admin fee / account holder | $3,507 | $7,214-51.4% | $16,244-78.4% | $6,261-44.0% |