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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 | $16,001 | $58,258-72.5% | $81,820-80.4% | $80,925-80.2% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 16.23% | 41.76%-25.5pp | 777.93%-761.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $393 | $2,345-83.2% | $2,915-86.5% | $2,756-85.7% |
| Participant deferral / active EE | $674 | $3,284-79.5% | $4,323-84.4% | $4,299-84.3% |
| Admin fee / account holder | $3,180 | $4,976-36.1% | $7,391-57.0% | $6,940-54.2% |