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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 | $61,024 | $79,189-22.9% | $102,457-40.4% | $74,400-18.0% |
| Participation rate | 23.2% | 74.8%-51.5pp | 76.5%-53.3pp | 67.2%-44.0pp |
| Annual return | 11.92% | 54.98%-43.1pp | 29.41%-17.5pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $832 | $2,362-64.8% | $3,022-72.5% | $2,624-68.3% |
| Participant deferral / active EE | $1,424 | $4,415-67.7% | $5,054-71.8% | $4,348-67.2% |
| Admin fee / account holder | $4,965 | $2,002+148.0% | $9,451-47.5% | $1,944+155.5% |