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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 | $41,711 | $42,546-2.0% | $71,796-41.9% | $55,167-24.4% |
| Participation rate | 41.1% | 59.1%-18.0pp | 69.1%-28.0pp | 69.0%-27.9pp |
| Annual return | 7.44% | 12.36%-4.9pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $558 | $803-30.6% | $1,924-71.0% | $1,963-71.6% |
| Participant deferral / active EE | $930 | $2,064-54.9% | $2,794-66.7% | $3,054-69.5% |
| Admin fee / account holder | $759 | $650+16.8% | $4,815-84.2% | $504+50.6% |