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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 | $34,930 | $85,766-59.3% | $136,298-74.4% | $70,126-50.2% |
| Participation rate | 56.8% | 74.2%-17.4pp | 81.9%-25.2pp | 69.5%-12.8pp |
| Annual return | 16.02% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $525 | $2,966-82.3% | $4,696-88.8% | $2,343-77.6% |
| Participant deferral / active EE | $1,786 | $5,051-64.6% | $6,247-71.4% | $3,332-46.4% |
| Admin fee / account holder | $5,487 | $5,421+1.2% | $9,244-40.6% | $4,645+18.1% |