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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 | $27,120 | $102,385-73.5% | $147,080-81.6% | $80,935-66.5% |
| Participation rate | 44.1% | 75.9%-31.8pp | 82.2%-38.1pp | 67.7%-23.5pp |
| Annual return | 13.47% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,106 | $3,717-70.2% | $4,933-77.6% | $2,757-59.9% |
| Participant deferral / active EE | $1,228 | $6,651-81.5% | $8,066-84.8% | $4,299-71.4% |
| Admin fee / account holder | $6,687 | $7,951-15.9% | $12,989-48.5% | $6,924-3.4% |