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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 | $30,887 | $102,422-69.8% | $147,117-79.0% | $80,959-61.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 15.78% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $933 | $3,717-74.9% | $4,932-81.1% | $2,757-66.2% |
| Participant deferral / active EE | $2,436 | $6,652-63.4% | $8,065-69.8% | $4,300-43.4% |
| Admin fee / account holder | $493 | $7,953-93.8% | $12,993-96.2% | $6,925-92.9% |