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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 | $32,424 | $102,422-68.3% | $147,117-78.0% | $80,959-60.0% |
| Participation rate | 34.4% | 75.9%-41.5pp | 82.2%-47.8pp | 67.7%-33.3pp |
| Annual return | 16.15% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,113 | $3,717-70.0% | $4,932-77.4% | $2,757-59.6% |
| Participant deferral / active EE | $1,561 | $6,652-76.5% | $8,065-80.6% | $4,300-63.7% |
| Admin fee / account holder | $444 | $7,953-94.4% | $12,993-96.6% | $6,925-93.6% |