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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 | $40,460 | $102,382-60.5% | $147,005-72.5% | $80,874-50.0% |
| Participation rate | 32.1% | 75.8%-43.8pp | 82.2%-50.1pp | 67.6%-35.6pp |
| Annual return | 31.02% | 134.89%-103.9pp | 418.76%-387.7pp | 35.62%-4.6pp |
| Employer contribution / active EE | $1,371 | $3,715-63.1% | $4,934-72.2% | $2,756-50.2% |
| Participant deferral / active EE | $2,015 | $6,646-69.7% | $8,070-75.0% | $4,297-53.1% |
| Admin fee / account holder | $1,482 | $7,942-81.3% | $13,006-88.6% | $6,935-78.6% |