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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 | $38,195 | $102,429-62.7% | $147,096-74.0% | $80,925-52.8% |
| Participation rate | 43.7% | 75.9%-32.2pp | 82.2%-38.5pp | 67.7%-24.0pp |
| Annual return | 16.18% | 135.02%-118.8pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,241 | $3,716-66.6% | $4,936-74.9% | $2,756-55.0% |
| Participant deferral / active EE | $2,591 | $6,649-61.0% | $8,071-67.9% | $4,299-39.7% |
| Admin fee / account holder | $1,903 | $7,957-76.1% | $13,005-85.4% | $6,940-72.6% |