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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 | $52,995 | $102,422-48.3% | $147,117-64.0% | $80,959-34.5% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 13.04% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,478 | $3,717-60.2% | $4,932-70.0% | $2,757-46.4% |
| Participant deferral / active EE | $2,454 | $6,652-63.1% | $8,065-69.6% | $4,300-42.9% |
| Admin fee / account holder | $908 | $7,953-88.6% | $12,993-93.0% | $6,925-86.9% |