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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 | $18,007 | $57,305-68.6% | $86,640-79.2% | $75,173-76.0% |
| Participation rate | 34.8% | 63.2%-28.4pp | 71.7%-36.9pp | 67.2%-32.4pp |
| Annual return | 19.27% | 2674.24%-2655.0pp | 592.52%-573.2pp | 160.72%-141.5pp |
| Employer contribution / active EE | $417 | $2,316-82.0% | $3,024-86.2% | $2,671-84.4% |
| Participant deferral / active EE | $817 | $3,320-75.4% | $4,438-81.6% | $4,126-80.2% |
| Admin fee / account holder | $1,250 | $4,116-69.6% | $5,616-77.7% | $5,651-77.9% |