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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 | $26,505 | $102,385-74.1% | $147,080-82.0% | $80,935-67.3% |
| Participation rate | 31.3% | 75.9%-44.6pp | 82.2%-50.9pp | 67.7%-36.4pp |
| Annual return | 28.81% | 135.09%-106.3pp | 420.17%-391.4pp | 35.66%-6.8pp |
| Employer contribution / active EE | $1,097 | $3,717-70.5% | $4,933-77.8% | $2,757-60.2% |
| Participant deferral / active EE | $2,083 | $6,651-68.7% | $8,066-74.2% | $4,299-51.5% |
| Admin fee / account holder | $3,929 | $7,951-50.6% | $12,989-69.8% | $6,924-43.3% |