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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 | $99,179 | $118,877-16.6% | $96,570+2.7% | $167,536-40.8% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 15.63% | 50.50%-34.9pp | 37.79%-22.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $787 | $3,121-74.8% | $2,357-66.6% | $4,839-83.7% |
| Participant deferral / active EE | $1,009 | $4,617-78.1% | $3,849-73.8% | $6,342-84.1% |
| Admin fee / account holder | $375 | $8,069-95.4% | $6,182-93.9% | $12,315-97.0% |