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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 | $32,000 | $72,177-55.7% | $115,038-72.2% | $59,633-46.3% |
| Participation rate | 45.1% | 72.6%-27.5pp | 81.4%-36.3pp | 68.7%-23.6pp |
| Annual return | 63.78% | 12.02%+51.8pp | 26.14%+37.6pp | 2041.45%-1977.7pp |
| Employer contribution / active EE | $1,159 | $2,841-59.2% | $4,608-74.8% | $2,203-47.4% |
| Participant deferral / active EE | $1,875 | $4,783-60.8% | $6,026-68.9% | $3,192-41.3% |
| Admin fee / account holder | $17,837 | $4,927+262.0% | $8,175+118.2% | $4,297+315.1% |