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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 | $27,801 | $55,472-49.9% | $155,567-82.1% | $74,546-62.7% |
| Participation rate | 28.4% | 61.9%-33.5pp | 78.2%-49.8pp | 67.2%-38.8pp |
| Annual return | 27.80% | 268.72%-240.9pp | 64.74%-36.9pp | 1366.03%-1338.2pp |
| Employer contribution / active EE | $398 | $2,269-82.4% | $4,674-91.5% | $2,624-84.8% |
| Participant deferral / active EE | $662 | $2,838-76.7% | $5,628-88.2% | $4,347-84.8% |
| Admin fee / account holder | $5,281 | $1,743+203.1% | $15,916-66.8% | $1,944+171.7% |