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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 | $58,693 | $78,483-25.2% | $106,201-44.7% | $74,546-21.3% |
| Participation rate | 29.1% | 72.8%-43.7pp | 75.3%-46.2pp | 67.2%-38.1pp |
| Annual return | 11.88% | 15.94%-4.1pp | 116.26%-104.4pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $801 | $2,522-68.2% | $3,170-74.7% | $2,624-69.5% |
| Participant deferral / active EE | $1,673 | $4,320-61.3% | $5,012-66.6% | $4,347-61.5% |
| Admin fee / account holder | $3,402 | $2,236+52.2% | $11,039-69.2% | $1,944+75.0% |