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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 | $26,779 | $55,470-51.7% | $155,556-82.8% | $74,478-64.0% |
| Participation rate | 17.9% | 61.9%-44.0pp | 78.2%-60.3pp | 67.2%-49.3pp |
| Annual return | 19.63% | 269.80%-250.2pp | 64.84%-45.2pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $366 | $2,267-83.9% | $4,675-92.2% | $2,626-86.1% |
| Participant deferral / active EE | $617 | $2,838-78.3% | $5,631-89.0% | $4,350-85.8% |
| Admin fee / account holder | $1,013 | $1,744-41.9% | $15,885-93.6% | $1,946-47.9% |