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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 | $33,781 | $102,393-67.0% | $147,041-77.0% | $80,911-58.2% |
| Participation rate | 17.2% | 75.9%-58.6pp | 82.2%-64.9pp | 67.6%-50.4pp |
| Annual return | 19.37% | 134.95%-115.6pp | 419.21%-399.8pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,293 | $3,715-65.2% | $4,935-73.8% | $2,756-53.1% |
| Participant deferral / active EE | $2,494 | $6,647-62.5% | $8,071-69.1% | $4,297-42.0% |
| Admin fee / account holder | $2,179 | $7,943-72.6% | $13,006-83.2% | $6,935-68.6% |