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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 | $41,414 | $102,382-59.5% | $147,005-71.8% | $80,874-48.8% |
| Participation rate | 30.2% | 75.8%-45.6pp | 82.2%-51.9pp | 67.6%-37.4pp |
| Annual return | 20.07% | 134.89%-114.8pp | 418.76%-398.7pp | 35.62%-15.5pp |
| Employer contribution / active EE | $952 | $3,715-74.4% | $4,934-80.7% | $2,756-65.4% |
| Participant deferral / active EE | $2,079 | $6,646-68.7% | $8,070-74.2% | $4,297-51.6% |
| Admin fee / account holder | $805 | $7,942-89.9% | $13,006-93.8% | $6,935-88.4% |