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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 | $36,019 | $102,393-64.8% | $147,041-75.5% | $80,911-55.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 14.55% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,382 | $3,715-62.8% | $4,935-72.0% | $2,756-49.8% |
| Participant deferral / active EE | $2,192 | $6,647-67.0% | $8,071-72.8% | $4,297-49.0% |
| Admin fee / account holder | $881 | $7,943-88.9% | $13,006-93.2% | $6,935-87.3% |