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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 | $58,528 | $88,203-33.6% | $165,100-64.6% | $74,478-21.4% |
| Participation rate | 32.2% | 73.1%-40.9pp | 78.6%-46.4pp | 67.2%-35.0pp |
| Annual return | 11.55% | 17.13%-5.6pp | 70.21%-58.7pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $875 | $2,601-66.4% | $4,348-79.9% | $2,626-66.7% |
| Participant deferral / active EE | $1,378 | $4,505-69.4% | $6,035-77.2% | $4,350-68.3% |
| Admin fee / account holder | $1,188 | $2,235-46.8% | $12,696-90.6% | $1,946-38.9% |