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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 | $42,126 | $58,726-28.3% | $142,898-70.5% | $85,847-50.9% |
| Participation rate | 23.5% | 58.5%-35.0pp | 72.0%-48.4pp | 69.3%-45.8pp |
| Annual return | 12.18% | 27.73%-15.6pp | 5639.64%-5627.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $348 | $1,424-75.6% | $4,146-91.6% | $2,565-86.4% |
| Participant deferral / active EE | $593 | $2,609-77.3% | $3,838-84.5% | $3,952-85.0% |
| Admin fee / account holder | $3,456 | $4,234-18.4% | $6,560-47.3% | $6,261-44.8% |