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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 | $54,472 | $102,385-46.8% | $147,080-63.0% | $80,935-32.7% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 12.83% | 135.09%-122.3pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $983 | $3,717-73.6% | $4,933-80.1% | $2,757-64.4% |
| Participant deferral / active EE | $2,043 | $6,651-69.3% | $8,066-74.7% | $4,299-52.5% |
| Admin fee / account holder | $10,216 | $7,951+28.5% | $12,989-21.3% | $6,924+47.5% |