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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 | $29,804 | $102,422-70.9% | $147,117-79.7% | $80,959-63.2% |
| Participation rate | 29.7% | 75.9%-46.1pp | 82.2%-52.5pp | 67.7%-37.9pp |
| Annual return | 16.52% | 135.16%-118.6pp | 420.54%-404.0pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,691 | $3,717-54.5% | $4,932-65.7% | $2,757-38.7% |
| Participant deferral / active EE | $2,387 | $6,652-64.1% | $8,065-70.4% | $4,300-44.5% |
| Admin fee / account holder | $1,403 | $7,953-82.4% | $12,993-89.2% | $6,925-79.7% |