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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 | $43,508 | $102,422-57.5% | $147,117-70.4% | $80,959-46.3% |
| Participation rate | 52.8% | 75.9%-23.0pp | 82.2%-29.4pp | 67.7%-14.8pp |
| Annual return | 34.41% | 135.16%-100.7pp | 420.54%-386.1pp | 35.67%-1.3pp |
| Employer contribution / active EE | $1,295 | $3,717-65.2% | $4,932-73.7% | $2,757-53.0% |
| Participant deferral / active EE | $1,919 | $6,652-71.2% | $8,065-76.2% | $4,300-55.4% |
| Admin fee / account holder | $4,914 | $7,953-38.2% | $12,993-62.2% | $6,925-29.0% |