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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 | $26,043 | $102,422-74.6% | $147,117-82.3% | $80,959-67.8% |
| Participation rate | 29.7% | 75.9%-46.2pp | 82.2%-52.5pp | 67.7%-38.0pp |
| Annual return | 24.04% | 135.16%-111.1pp | 420.54%-396.5pp | 35.67%-11.6pp |
| Employer contribution / active EE | $1,129 | $3,717-69.6% | $4,932-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $2,126 | $6,652-68.0% | $8,065-73.6% | $4,300-50.6% |
| Admin fee / account holder | $447 | $7,953-94.4% | $12,993-96.6% | $6,925-93.5% |