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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 | $43,267 | $63,346-31.7% | $92,240-53.1% | $70,126-38.3% |
| Participation rate | 40.0% | 68.7%-28.7pp | 76.5%-36.5pp | 69.5%-29.5pp |
| Annual return | 13.18% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $700 | $2,471-71.7% | $3,680-81.0% | $2,343-70.1% |
| Participant deferral / active EE | $975 | $2,854-65.8% | $3,897-75.0% | $3,332-70.7% |
| Admin fee / account holder | $1,787 | $3,841-53.5% | $5,194-65.6% | $4,645-61.5% |