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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 | $102,382-73.5% | $147,005-81.6% | $80,874-66.5% |
| Participation rate | 38.0% | 75.8%-37.8pp | 82.2%-44.2pp | 67.6%-29.6pp |
| Annual return | 11.92% | 134.89%-123.0pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $916 | $3,715-75.4% | $4,934-81.4% | $2,756-66.8% |
| Participant deferral / active EE | $1,452 | $6,646-78.2% | $8,070-82.0% | $4,297-66.2% |
| Admin fee / account holder | $4,151 | $7,942-47.7% | $13,006-68.1% | $6,935-40.1% |