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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 | $35,031 | $85,766-59.2% | $136,298-74.3% | $70,126-50.0% |
| Participation rate | 36.6% | 74.2%-37.5pp | 81.9%-45.3pp | 69.5%-32.9pp |
| Annual return | 24.09% | 31.46%-7.4pp | 5156.27%-5132.2pp | 73.15%-49.1pp |
| Employer contribution / active EE | $732 | $2,966-75.3% | $4,696-84.4% | $2,343-68.7% |
| Participant deferral / active EE | $1,600 | $5,051-68.3% | $6,247-74.4% | $3,332-52.0% |
| Admin fee / account holder | $5,770 | $5,421+6.4% | $9,244-37.6% | $4,645+24.2% |