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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 | $27,020 | $102,393-73.6% | $147,041-81.6% | $80,911-66.6% |
| Participation rate | 60.5% | 75.9%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 14.59% | 134.95%-120.4pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,048 | $3,715-44.9% | $4,935-58.5% | $2,756-25.7% |
| Participant deferral / active EE | $2,204 | $6,647-66.8% | $8,071-72.7% | $4,297-48.7% |
| Admin fee / account holder | $384 | $7,943-95.2% | $13,006-97.0% | $6,935-94.5% |