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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 | $27,084 | $102,429-73.6% | $147,096-81.6% | $80,925-66.5% |
| Participation rate | 38.0% | 75.9%-37.9pp | 82.2%-44.2pp | 67.7%-29.7pp |
| Annual return | 11.92% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $916 | $3,716-75.4% | $4,936-81.4% | $2,756-66.8% |
| Participant deferral / active EE | $1,452 | $6,649-78.2% | $8,071-82.0% | $4,299-66.2% |
| Admin fee / account holder | $4,151 | $7,957-47.8% | $13,005-68.1% | $6,940-40.2% |