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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 | $56,680 | $78,607-27.9% | $105,624-46.3% | $74,478-23.9% |
| Participation rate | 37.1% | 72.8%-35.7pp | 75.3%-38.2pp | 67.2%-30.1pp |
| Annual return | 15.07% | 15.96%-0.9pp | 116.20%-101.1pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $879 | $2,523-65.1% | $3,168-72.2% | $2,626-66.5% |
| Participant deferral / active EE | $1,544 | $4,325-64.3% | $5,013-69.2% | $4,350-64.5% |
| Admin fee / account holder | $2,897 | $2,220+30.5% | $10,961-73.6% | $1,946+48.9% |