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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 | $55,423-49.8% | $155,602-82.1% | $74,400-62.6% |
| Participation rate | 28.4% | 61.9%-33.5pp | 78.2%-49.8pp | 67.2%-38.8pp |
| Annual return | 27.80% | 269.07%-241.3pp | 64.81%-37.0pp | 1367.51%-1339.7pp |
| Employer contribution / active EE | $398 | $2,266-82.4% | $4,675-91.5% | $2,624-84.8% |
| Participant deferral / active EE | $662 | $2,835-76.6% | $5,629-88.2% | $4,348-84.8% |
| Admin fee / account holder | $5,281 | $1,744+202.7% | $15,923-66.8% | $1,944+171.7% |