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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 | $28,929 | $75,832-61.9% | $147,617-80.4% | $59,633-51.5% |
| Participation rate | 42.2% | 71.6%-29.3pp | 84.6%-42.4pp | 68.7%-26.4pp |
| Annual return | 5.88% | 0.37%+5.5pp | 61.98%-56.1pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $447 | $3,485-87.2% | $5,564-92.0% | $2,203-79.7% |
| Participant deferral / active EE | $671 | $3,131-78.6% | $4,895-86.3% | $3,192-79.0% |
| Admin fee / account holder | $395 | $5,986-93.4% | $11,612-96.6% | $4,297-90.8% |