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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 | $25,819 | $80,812-68.0% | $160,784-83.9% | $82,448-68.7% |
| Participation rate | 29.2% | 66.2%-37.0pp | 77.0%-47.7pp | 68.1%-38.9pp |
| Annual return | 17.70% | 100.59%-82.9pp | 1803.92%-1786.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $691 | $2,174-68.2% | $3,733-81.5% | $2,551-72.9% |
| Participant deferral / active EE | $1,010 | $4,335-76.7% | $6,293-83.9% | $4,139-75.6% |
| Admin fee / account holder | $771 | $7,695-90.0% | $9,717-92.1% | $7,234-89.3% |