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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 | $38,195 | $102,385-62.7% | $147,080-74.0% | $80,935-52.8% |
| Participation rate | 43.7% | 75.9%-32.2pp | 82.2%-38.5pp | 67.7%-24.0pp |
| Annual return | 16.18% | 135.09%-118.9pp | 420.17%-404.0pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,241 | $3,717-66.6% | $4,933-74.8% | $2,757-55.0% |
| Participant deferral / active EE | $2,591 | $6,651-61.0% | $8,066-67.9% | $4,299-39.7% |
| Admin fee / account holder | $1,903 | $7,951-76.1% | $12,989-85.3% | $6,924-72.5% |