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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 | $44,055 | $48,364-8.9% | $71,796-38.6% | $62,881-29.9% |
| Participation rate | 40.4% | 60.6%-20.2pp | 69.1%-28.7pp | 69.3%-28.9pp |
| Annual return | 7.85% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $663 | $1,042-36.3% | $1,924-65.5% | $2,281-70.9% |
| Participant deferral / active EE | $887 | $2,091-57.6% | $2,794-68.3% | $3,203-72.3% |
| Admin fee / account holder | $448 | $3,771-88.1% | $4,815-90.7% | $4,296-89.6% |