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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 | $42,978 | $58,275-26.3% | $81,844-47.5% | $80,935-46.9% |
| Participation rate | 16.1% | 63.5%-47.3pp | 72.4%-56.3pp | 67.7%-51.5pp |
| Annual return | 12.36% | 41.82%-29.5pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $425 | $2,346-81.9% | $2,916-85.4% | $2,757-84.6% |
| Participant deferral / active EE | $525 | $3,285-84.0% | $4,323-87.9% | $4,299-87.8% |
| Admin fee / account holder | $2,096 | $4,749-55.9% | $7,355-71.5% | $6,924-69.7% |