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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 | $57,742 | $102,422-43.6% | $147,117-60.8% | $80,959-28.7% |
| Participation rate | 34.1% | 75.9%-41.8pp | 82.2%-48.1pp | 67.7%-33.6pp |
| Annual return | 18.65% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,688 | $3,717-54.6% | $4,932-65.8% | $2,757-38.8% |
| Participant deferral / active EE | $2,440 | $6,652-63.3% | $8,065-69.7% | $4,300-43.3% |
| Admin fee / account holder | $5,429 | $7,953-31.7% | $12,993-58.2% | $6,925-21.6% |