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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 | $68,871 | $105,284-34.6% | $150,734-54.3% | $94,015-26.7% |
| Participation rate | 55.9% | 71.7%-15.9pp | 78.4%-22.6pp | 70.8%-14.9pp |
| Annual return | 23.36% | 15.67%+7.7pp | 600.81%-577.4pp | 17.84%+5.5pp |
| Employer contribution / active EE | $1,111 | $3,599-69.1% | $4,918-77.4% | $2,790-60.2% |
| Participant deferral / active EE | $1,752 | $4,274-59.0% | $5,610-68.8% | $4,249-58.8% |
| Admin fee / account holder | $1,778 | $9,839-81.9% | $14,905-88.1% | $8,951-80.1% |