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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 | $78,905 | $102,429-23.0% | $147,096-46.4% | $80,925-2.5% |
| Participation rate | 30.0% | 75.9%-45.9pp | 82.2%-52.2pp | 67.7%-37.7pp |
| Annual return | 13.27% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,072 | $3,716-71.2% | $4,936-78.3% | $2,756-61.1% |
| Participant deferral / active EE | $2,142 | $6,649-67.8% | $8,071-73.5% | $4,299-50.2% |
| Admin fee / account holder | $1,606 | $7,957-79.8% | $13,005-87.7% | $6,940-76.9% |