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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 | $58,947 | $81,557-27.7% | $123,973-52.5% | $65,191-9.6% |
| Participation rate | 21.3% | 77.8%-56.5pp | 76.7%-55.4pp | 63.0%-41.7pp |
| Annual return | 10.99% | 11.45%-0.5pp | 388.13%-377.1pp | 51.24%-40.3pp |
| Employer contribution / active EE | $1,161 | $4,637-75.0% | $4,126-71.9% | $2,400-51.6% |
| Participant deferral / active EE | $1,045 | $2,628-60.2% | $5,247-80.1% | $2,671-60.9% |
| Admin fee / account holder | $2,617 | $1,040+151.7% | $11,799-77.8% | $907+188.6% |