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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 | $37,472 | $102,393-63.4% | $147,041-74.5% | $80,911-53.7% |
| Participation rate | 44.3% | 75.9%-31.5pp | 82.2%-37.8pp | 67.6%-23.3pp |
| Annual return | 12.91% | 134.95%-122.0pp | 419.21%-406.3pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,609 | $3,715-56.7% | $4,935-67.4% | $2,756-41.6% |
| Participant deferral / active EE | $2,365 | $6,647-64.4% | $8,071-70.7% | $4,297-45.0% |
| Admin fee / account holder | $3,330 | $7,943-58.1% | $13,006-74.4% | $6,935-52.0% |