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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 | $74,112 | $102,422-27.6% | $147,117-49.6% | $80,959-8.5% |
| Participation rate | 13.3% | 75.9%-62.5pp | 82.2%-68.9pp | 67.7%-54.3pp |
| Annual return | 12.12% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,043 | $3,717-72.0% | $4,932-78.9% | $2,757-62.2% |
| Participant deferral / active EE | $1,959 | $6,652-70.5% | $8,065-75.7% | $4,300-54.4% |
| Admin fee / account holder | $6,481 | $7,953-18.5% | $12,993-50.1% | $6,925-6.4% |