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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 | $31,693 | $102,422-69.1% | $147,117-78.5% | $80,959-60.9% |
| Participation rate | 37.1% | 75.9%-38.8pp | 82.2%-45.1pp | 67.7%-30.6pp |
| Annual return | 21.55% | 135.16%-113.6pp | 420.54%-399.0pp | 35.67%-14.1pp |
| Employer contribution / active EE | $1,233 | $3,717-66.8% | $4,932-75.0% | $2,757-55.3% |
| Participant deferral / active EE | $2,537 | $6,652-61.9% | $8,065-68.5% | $4,300-41.0% |
| Admin fee / account holder | $1,903 | $7,953-76.1% | $12,993-85.4% | $6,925-72.5% |