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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 | $59,506 | $105,200-43.4% | $159,474-62.7% | $85,847-30.7% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.8%-54.5pp | 69.3%-41.0pp |
| Annual return | 13.48% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $723 | $3,319-78.2% | $4,831-85.0% | $2,565-71.8% |
| Participant deferral / active EE | $1,173 | $5,946-80.3% | $7,353-84.1% | $3,952-70.3% |
| Admin fee / account holder | $2,485 | $6,934-64.2% | $10,802-77.0% | $6,261-60.3% |