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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 | $34,242 | $102,429-66.6% | $147,096-76.7% | $80,925-57.7% |
| Participation rate | 29.9% | 75.9%-46.0pp | 82.2%-52.3pp | 67.7%-37.8pp |
| Annual return | 13.73% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,456 | $3,716-60.8% | $4,936-70.5% | $2,756-47.2% |
| Participant deferral / active EE | $2,281 | $6,649-65.7% | $8,071-71.7% | $4,299-46.9% |
| Admin fee / account holder | $2,129 | $7,957-73.2% | $13,005-83.6% | $6,940-69.3% |