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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 | $57,802 | $102,422-43.6% | $147,117-60.7% | $80,959-28.6% |
| Participation rate | 45.3% | 75.9%-30.6pp | 82.2%-36.9pp | 67.7%-22.4pp |
| Annual return | 12.04% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,060 | $3,717-71.5% | $4,932-78.5% | $2,757-61.6% |
| Participant deferral / active EE | $2,041 | $6,652-69.3% | $8,065-74.7% | $4,300-52.5% |
| Admin fee / account holder | $3,223 | $7,953-59.5% | $12,993-75.2% | $6,925-53.5% |