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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 | $62,904 | $102,422-38.6% | $147,117-57.2% | $80,959-22.3% |
| Participation rate | 41.4% | 75.9%-34.5pp | 82.2%-40.8pp | 67.7%-26.3pp |
| Annual return | 14.56% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $976 | $3,717-73.8% | $4,932-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $2,489 | $6,652-62.6% | $8,065-69.1% | $4,300-42.1% |
| Admin fee / account holder | $4,738 | $7,953-40.4% | $12,993-63.5% | $6,925-31.6% |