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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 | $78,607-39.6% | $105,624-55.1% | $74,478-36.3% |
| Participation rate | 25.6% | 72.8%-47.2pp | 75.3%-49.7pp | 67.2%-41.6pp |
| Annual return | 14.86% | 15.96%-1.1pp | 116.20%-101.3pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $918 | $2,523-63.6% | $3,168-71.0% | $2,626-65.1% |
| Participant deferral / active EE | $1,712 | $4,325-60.4% | $5,013-65.8% | $4,350-60.7% |
| Admin fee / account holder | $5,630 | $2,220+153.6% | $10,961-48.6% | $1,946+189.3% |