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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 | $55,648 | $63,346-12.2% | $92,240-39.7% | $70,126-20.6% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 14.75% | 530.19%-515.4pp | 176.29%-161.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,680-80.8% | $2,343-69.9% |
| Participant deferral / active EE | $1,087 | $2,854-61.9% | $3,897-72.1% | $3,332-67.4% |
| Admin fee / account holder | $2,252 | $3,841-41.4% | $5,194-56.6% | $4,645-51.5% |