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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 | $97,981 | $102,422-4.3% | $147,117-33.4% | $80,959+21.0% |
| Participation rate | 27.3% | 75.9%-48.6pp | 82.2%-54.9pp | 67.7%-40.4pp |
| Annual return | 25.81% | 135.16%-109.3pp | 420.54%-394.7pp | 35.67%-9.9pp |
| Employer contribution / active EE | $1,105 | $3,717-70.3% | $4,932-77.6% | $2,757-59.9% |
| Participant deferral / active EE | $2,108 | $6,652-68.3% | $8,065-73.9% | $4,300-51.0% |
| Admin fee / account holder | $1,103 | $7,953-86.1% | $12,993-91.5% | $6,925-84.1% |