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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 | $47,304 | $88,087-46.3% | $164,866-71.3% | $74,546-36.5% |
| Participation rate | 24.3% | 73.1%-48.8pp | 78.6%-54.3pp | 67.2%-42.9pp |
| Annual return | 13.34% | 17.27%-3.9pp | 69.97%-56.6pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,153 | $2,595-55.6% | $4,343-73.5% | $2,624-56.1% |
| Participant deferral / active EE | $1,999 | $4,499-55.6% | $6,033-66.9% | $4,347-54.0% |
| Admin fee / account holder | $4,802 | $2,232+115.2% | $12,689-62.2% | $1,944+147.1% |