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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 | $102,393-68.3% | $147,041-77.9% | $80,911-59.9% |
| Participation rate | 34.4% | 75.9%-41.5pp | 82.2%-47.8pp | 67.6%-33.3pp |
| Annual return | 16.15% | 134.95%-118.8pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,113 | $3,715-70.0% | $4,935-77.4% | $2,756-59.6% |
| Participant deferral / active EE | $1,561 | $6,647-76.5% | $8,071-80.7% | $4,297-63.7% |
| Admin fee / account holder | $444 | $7,943-94.4% | $13,006-96.6% | $6,935-93.6% |