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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 | $37,948 | $102,385-62.9% | $147,080-74.2% | $80,935-53.1% |
| Participation rate | 34.6% | 75.9%-41.3pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 13.24% | 135.09%-121.9pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,050 | $3,717-71.8% | $4,933-78.7% | $2,757-61.9% |
| Participant deferral / active EE | $2,580 | $6,651-61.2% | $8,066-68.0% | $4,299-40.0% |
| Admin fee / account holder | $1,693 | $7,951-78.7% | $12,989-87.0% | $6,924-75.5% |