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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 | $83,986 | $105,210-20.2% | $159,487-47.3% | $85,851-2.2% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.8%-29.9pp | 69.3%-16.4pp |
| Annual return | 15.77% | 45.08%-29.3pp | 263.71%-247.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $850 | $3,319-74.4% | $4,831-82.4% | $2,565-66.9% |
| Participant deferral / active EE | $1,424 | $5,946-76.0% | $7,354-80.6% | $3,952-64.0% |
| Admin fee / account holder | $3,398 | $6,934-51.0% | $10,804-68.5% | $6,261-45.7% |