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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 | $70,887 | $102,422-30.8% | $147,117-51.8% | $80,959-12.4% |
| Participation rate | 24.0% | 75.9%-51.9pp | 82.2%-58.2pp | 67.7%-43.7pp |
| Annual return | 13.46% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,497 | $3,717-59.7% | $4,932-69.6% | $2,757-45.7% |
| Participant deferral / active EE | $2,349 | $6,652-64.7% | $8,065-70.9% | $4,300-45.4% |
| Admin fee / account holder | $8,501 | $7,953+6.9% | $12,993-34.6% | $6,925+22.8% |