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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 | $52,366 | $79,189-33.9% | $102,457-48.9% | $74,400-29.6% |
| Participation rate | 33.1% | 74.8%-41.7pp | 76.5%-43.4pp | 67.2%-34.1pp |
| Annual return | 17.68% | 54.98%-37.3pp | 29.41%-11.7pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $991 | $2,362-58.1% | $3,022-67.2% | $2,624-62.2% |
| Participant deferral / active EE | $1,854 | $4,415-58.0% | $5,054-63.3% | $4,348-57.4% |
| Admin fee / account holder | $3,983 | $2,002+99.0% | $9,451-57.9% | $1,944+105.0% |