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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 | $52,433 | $88,137-40.5% | $164,975-68.2% | $74,429-29.6% |
| Participation rate | 30.4% | 73.1%-42.7pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 13.92% | 17.13%-3.2pp | 70.12%-56.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,118 | $2,597-56.9% | $4,343-74.2% | $2,625-57.4% |
| Participant deferral / active EE | $1,860 | $4,501-58.7% | $6,033-69.2% | $4,348-57.2% |
| Admin fee / account holder | $5,229 | $2,231+134.3% | $12,688-58.8% | $1,944+168.9% |