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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 | $63,029 | $102,385-38.4% | $147,080-57.1% | $80,935-22.1% |
| Participation rate | 25.9% | 75.9%-49.9pp | 82.2%-56.3pp | 67.7%-41.7pp |
| Annual return | 15.65% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,010 | $3,717-72.8% | $4,933-79.5% | $2,757-63.4% |
| Participant deferral / active EE | $2,135 | $6,651-67.9% | $8,066-73.5% | $4,299-50.3% |
| Admin fee / account holder | $685 | $7,951-91.4% | $12,989-94.7% | $6,924-90.1% |