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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 | $78,562-39.6% | $105,608-55.1% | $74,429-36.2% |
| Participation rate | 25.6% | 72.8%-47.2pp | 75.3%-49.7pp | 67.2%-41.6pp |
| Annual return | 14.86% | 15.94%-1.1pp | 116.50%-101.6pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $918 | $2,521-63.6% | $3,167-71.0% | $2,625-65.0% |
| Participant deferral / active EE | $1,712 | $4,321-60.4% | $5,010-65.8% | $4,348-60.6% |
| Admin fee / account holder | $5,630 | $2,217+154.0% | $11,028-48.9% | $1,944+189.6% |