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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 | $70,635 | $102,393-31.0% | $147,041-52.0% | $80,911-12.7% |
| Participation rate | 44.9% | 75.9%-31.0pp | 82.2%-37.3pp | 67.6%-22.7pp |
| Annual return | 14.39% | 134.95%-120.6pp | 419.21%-404.8pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,376 | $3,715-63.0% | $4,935-72.1% | $2,756-50.1% |
| Participant deferral / active EE | $2,497 | $6,647-62.4% | $8,071-69.1% | $4,297-41.9% |
| Admin fee / account holder | $526 | $7,943-93.4% | $13,006-96.0% | $6,935-92.4% |