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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 | $44,112 | $48,364-8.8% | $71,796-38.6% | $62,881-29.8% |
| Participation rate | 29.2% | 60.6%-31.4pp | 69.1%-39.9pp | 69.3%-40.1pp |
| Annual return | 7.33% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $676 | $2,091-67.7% | $2,794-75.8% | $3,203-78.9% |
| Admin fee / account holder | $1,973 | $3,771-47.7% | $4,815-59.0% | $4,296-54.1% |