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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 | $32,390 | $102,422-68.4% | $147,117-78.0% | $80,959-60.0% |
| Participation rate | 36.8% | 75.9%-39.0pp | 82.2%-45.3pp | 67.7%-30.8pp |
| Annual return | 12.67% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $877 | $3,717-76.4% | $4,932-82.2% | $2,757-68.2% |
| Participant deferral / active EE | $1,243 | $6,652-81.3% | $8,065-84.6% | $4,300-71.1% |
| Admin fee / account holder | $1,826 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |