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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 | $55,249 | $96,731-42.9% | $123,973-55.4% | $86,983-36.5% |
| Participation rate | 65.4% | 70.0%-4.6pp | 76.7%-11.3pp | 69.5%-4.2pp |
| Annual return | 12.86% | 17.33%-4.5pp | 388.13%-375.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $13,336 | $3,297+304.5% | $4,126+223.2% | $2,584+416.0% |
| Participant deferral / active EE | $1,374 | $4,152-66.9% | $5,247-73.8% | $4,194-67.2% |
| Admin fee / account holder | $6,379 | $8,722-26.9% | $11,799-45.9% | $7,856-18.8% |