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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 | $24,336 | $68,394-64.4% | $94,672-74.3% | $75,177-67.6% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 17.45% | 616.92%-599.5pp | 156.89%-139.4pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,257 | $2,701-53.4% | $3,673-65.8% | $2,671-52.9% |
| Participant deferral / active EE | $1,825 | $6,536-72.1% | $7,417-75.4% | $4,126-55.8% |
| Admin fee / account holder | $2,892 | $5,326-45.7% | $7,222-60.0% | $5,651-48.8% |