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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 | $37,784 | $157,304-76.0% | $141,197-73.2% | $152,909-75.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 17.75% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.7pp |
| Employer contribution / active EE | $1,309 | $5,263-75.1% | $4,736-72.4% | $4,764-72.5% |
| Participant deferral / active EE | $2,259 | $7,111-68.2% | $6,710-66.3% | $5,851-61.4% |
| Admin fee / account holder | $2,445 | $12,126-79.8% | $10,265-76.2% | $11,601-78.9% |