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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 | $33,545 | $64,324-47.9% | $118,946-71.8% | $79,852-58.0% |
| Participation rate | 46.6% | 64.9%-18.3pp | 75.4%-28.8pp | 69.6%-23.1pp |
| Annual return | 13.37% | 86.45%-73.1pp | 35.89%-22.5pp | 31.72%-18.3pp |
| Employer contribution / active EE | $844 | $1,836-54.0% | $3,263-74.1% | $2,471-65.8% |
| Participant deferral / active EE | $958 | $2,824-66.1% | $4,266-77.5% | $3,740-74.4% |
| Admin fee / account holder | $3,375 | $4,040-16.5% | $6,581-48.7% | $5,306-36.4% |