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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 | $34,038 | $59,448-42.7% | $93,696-63.7% | $74,459-54.3% |
| Participation rate | 10.0% | 59.6%-49.6pp | 68.7%-58.7pp | 67.2%-57.2pp |
| Annual return | 12.38% | 82.11%-69.7pp | 133.74%-121.4pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $373 | $1,266-70.5% | $2,422-84.6% | $2,626-85.8% |
| Participant deferral / active EE | $606 | $3,052-80.1% | $4,417-86.3% | $4,350-86.1% |
| Admin fee / account holder | $856 | $3,027-71.7% | $8,287-89.7% | $1,945-56.0% |