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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 | $39,659 | $63,924-38.0% | $108,582-63.5% | $55,167-28.1% |
| Participation rate | 46.2% | 74.3%-28.2pp | 79.6%-33.4pp | 69.0%-22.8pp |
| Annual return | 85.27% | 15.31%+70.0pp | -51.70%+137.0pp | 169.23%-84.0pp |
| Employer contribution / active EE | $1,090 | $1,879-42.0% | $3,758-71.0% | $1,963-44.5% |
| Participant deferral / active EE | $1,466 | $3,067-52.2% | $4,311-66.0% | $3,054-52.0% |
| Admin fee / account holder | $2,315 | $618+274.9% | $7,645-69.7% | $504+359.5% |