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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 | $35,731 | $60,545-41.0% | $92,240-61.3% | $69,631-48.7% |
| Participation rate | 29.0% | 72.2%-43.2pp | 76.5%-47.5pp | 70.7%-41.7pp |
| Annual return | 18.01% | 19.71%-1.7pp | 176.29%-158.3pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $667 | $2,633-74.7% | $3,680-81.9% | $2,032-67.2% |
| Participant deferral / active EE | $1,140 | $2,828-59.7% | $3,897-70.7% | $3,224-64.6% |
| Admin fee / account holder | $1,688 | $145+1066.0% | $5,194-67.5% | $110+1428.5% |