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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 | $63,364 | $102,429-38.1% | $147,096-56.9% | $80,925-21.7% |
| Participation rate | 56.5% | 75.9%-19.4pp | 82.2%-25.7pp | 67.7%-11.2pp |
| Annual return | 23.75% | 135.02%-111.3pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $1,119 | $3,716-69.9% | $4,936-77.3% | $2,756-59.4% |
| Participant deferral / active EE | $1,843 | $6,649-72.3% | $8,071-77.2% | $4,299-57.1% |
| Admin fee / account holder | $437 | $7,957-94.5% | $13,005-96.6% | $6,940-93.7% |