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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 | $47,456 | $78,483-39.5% | $106,201-55.3% | $74,546-36.3% |
| Participation rate | 25.6% | 72.8%-47.2pp | 75.3%-49.7pp | 67.2%-41.6pp |
| Annual return | 14.86% | 15.94%-1.1pp | 116.26%-101.4pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $918 | $2,522-63.6% | $3,170-71.1% | $2,624-65.0% |
| Participant deferral / active EE | $1,712 | $4,320-60.4% | $5,012-65.8% | $4,347-60.6% |
| Admin fee / account holder | $5,630 | $2,236+151.8% | $11,039-49.0% | $1,944+189.7% |