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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 | $26,774 | $55,437-51.7% | $155,534-82.8% | $74,459-64.0% |
| Participation rate | 36.7% | 61.9%-25.2pp | 78.2%-41.5pp | 67.2%-30.5pp |
| Annual return | 13.16% | 269.58%-256.4pp | 64.92%-51.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $541 | $2,266-76.1% | $4,675-88.4% | $2,626-79.4% |
| Participant deferral / active EE | $615 | $2,837-78.3% | $5,630-89.1% | $4,350-85.9% |
| Admin fee / account holder | $4,587 | $1,742+163.3% | $15,900-71.2% | $1,945+135.9% |