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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 | $26,134 | $63,346-58.7% | $92,240-71.7% | $70,126-62.7% |
| Participation rate | 26.7% | 68.7%-42.0pp | 76.5%-49.8pp | 69.5%-42.9pp |
| Annual return | 27.60% | 530.19%-502.6pp | 176.29%-148.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $922 | $2,854-67.7% | $3,897-76.3% | $3,332-72.3% |
| Admin fee / account holder | $606 | $3,841-84.2% | $5,194-88.3% | $4,645-87.0% |