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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 | $43,711 | $102,393-57.3% | $147,041-70.3% | $80,911-46.0% |
| Participation rate | 43.3% | 75.9%-32.5pp | 82.2%-38.8pp | 67.6%-24.3pp |
| Annual return | 15.83% | 134.95%-119.1pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $1,342 | $3,715-63.9% | $4,935-72.8% | $2,756-51.3% |
| Participant deferral / active EE | $2,075 | $6,647-68.8% | $8,071-74.3% | $4,297-51.7% |
| Admin fee / account holder | $693 | $7,943-91.3% | $13,006-94.7% | $6,935-90.0% |