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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 | $64,495 | $102,393-37.0% | $147,041-56.1% | $80,911-20.3% |
| Participation rate | 39.7% | 75.9%-36.1pp | 82.2%-42.5pp | 67.6%-27.9pp |
| Annual return | 17.23% | 134.95%-117.7pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $1,134 | $3,715-69.5% | $4,935-77.0% | $2,756-58.8% |
| Participant deferral / active EE | $2,531 | $6,647-61.9% | $8,071-68.6% | $4,297-41.1% |
| Admin fee / account holder | $2,065 | $7,943-74.0% | $13,006-84.1% | $6,935-70.2% |