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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 | $46,400 | $78,483-40.9% | $106,201-56.3% | $74,546-37.8% |
| Participation rate | 31.9% | 72.8%-40.9pp | 75.3%-43.4pp | 67.2%-35.3pp |
| Annual return | 15.22% | 15.94%-0.7pp | 116.26%-101.0pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $687 | $2,522-72.8% | $3,170-78.3% | $2,624-73.8% |
| Participant deferral / active EE | $1,269 | $4,320-70.6% | $5,012-74.7% | $4,347-70.8% |
| Admin fee / account holder | $1,990 | $2,236-11.0% | $11,039-82.0% | $1,944+2.4% |