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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 | $102,385-63.4% | $147,080-74.5% | $80,935-53.7% |
| Participation rate | 44.3% | 75.9%-31.5pp | 82.2%-37.9pp | 67.7%-23.3pp |
| Annual return | 12.91% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $1,609 | $3,717-56.7% | $4,933-67.4% | $2,757-41.6% |
| Participant deferral / active EE | $2,365 | $6,651-64.4% | $8,066-70.7% | $4,299-45.0% |
| Admin fee / account holder | $3,330 | $7,951-58.1% | $12,989-74.4% | $6,924-51.9% |