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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 | $64,843 | $104,479-37.9% | $159,474-59.3% | $79,391-18.3% |
| Participation rate | 60.0% | 76.6%-16.6pp | 82.8%-22.8pp | 70.7%-10.7pp |
| Annual return | 15.63% | 67.98%-52.3pp | 263.68%-248.0pp | 116.88%-101.3pp |
| Employer contribution / active EE | $1,426 | $3,417-58.3% | $4,831-70.5% | $2,428-41.3% |
| Participant deferral / active EE | $2,633 | $6,468-59.3% | $7,353-64.2% | $4,046-34.9% |
| Admin fee / account holder | $392 | $711-44.9% | $10,802-96.4% | $627-37.5% |