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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 | $47,832 | $105,198-54.5% | $159,455-70.0% | $85,856-44.3% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.8%-36.9pp | 69.3%-23.4pp |
| Annual return | 17.16% | 45.08%-27.9pp | 263.63%-246.5pp | 318.58%-301.4pp |
| Employer contribution / active EE | $1,107 | $3,319-66.6% | $4,830-77.1% | $2,565-56.8% |
| Participant deferral / active EE | $1,649 | $5,946-72.3% | $7,353-77.6% | $3,952-58.3% |
| Admin fee / account holder | $1,055 | $6,934-84.8% | $10,800-90.2% | $6,261-83.1% |