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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 | $41,422 | $93,346-55.6% | $71,796-42.3% | $273,972-84.9% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 6.43% | 130.39%-124.0pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $402 | $2,733-85.3% | $1,924-79.1% | $4,869-91.7% |
| Participant deferral / active EE | $402 | $3,475-88.4% | $2,794-85.6% | $5,287-92.4% |
| Admin fee / account holder | $3,807 | $6,571-42.1% | $4,815-20.9% | $10,133-62.4% |