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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 | $88,203-46.4% | $165,100-71.3% | $74,478-36.5% |
| Participation rate | 24.3% | 73.1%-48.9pp | 78.6%-54.4pp | 67.2%-42.9pp |
| Annual return | 13.34% | 17.13%-3.8pp | 70.21%-56.9pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,153 | $2,601-55.7% | $4,348-73.5% | $2,626-56.1% |
| Participant deferral / active EE | $1,999 | $4,505-55.6% | $6,035-66.9% | $4,350-54.0% |
| Admin fee / account holder | $4,802 | $2,235+114.9% | $12,696-62.2% | $1,946+146.8% |