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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 | $42,047 | $95,415-55.9% | $185,851-77.4% | $85,851-51.0% |
| Participation rate | 47.7% | 68.8%-21.1pp | 81.7%-34.0pp | 69.3%-21.6pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.11%-109.8pp | 318.63%-306.3pp |
| Employer contribution / active EE | $932 | $3,314-71.9% | $5,168-82.0% | $2,565-63.7% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,703 | $7,215-62.5% | $16,245-83.4% | $6,261-56.8% |