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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 | $30,850 | $102,393-69.9% | $147,041-79.0% | $80,911-61.9% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.6%-29.2pp |
| Annual return | 14.53% | 134.95%-120.4pp | 419.21%-404.7pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,106 | $3,715-70.2% | $4,935-77.6% | $2,756-59.9% |
| Participant deferral / active EE | $1,675 | $6,647-74.8% | $8,071-79.2% | $4,297-61.0% |
| Admin fee / account holder | $3,879 | $7,943-51.2% | $13,006-70.2% | $6,935-44.1% |