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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 | $29,161 | $102,385-71.5% | $147,080-80.2% | $80,935-64.0% |
| Participation rate | 37.8% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 18.00% | 135.09%-117.1pp | 420.17%-402.2pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,124 | $3,717-69.8% | $4,933-77.2% | $2,757-59.2% |
| Participant deferral / active EE | $2,411 | $6,651-63.7% | $8,066-70.1% | $4,299-43.9% |
| Admin fee / account holder | $5,824 | $7,951-26.7% | $12,989-55.2% | $6,924-15.9% |