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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 | $28,697 | $102,385-72.0% | $147,080-80.5% | $80,935-64.5% |
| Participation rate | 17.8% | 75.9%-58.1pp | 82.2%-64.4pp | 67.7%-49.9pp |
| Annual return | 12.58% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,001 | $3,717-73.1% | $4,933-79.7% | $2,757-63.7% |
| Participant deferral / active EE | $1,438 | $6,651-78.4% | $8,066-82.2% | $4,299-66.5% |
| Admin fee / account holder | $17,435 | $7,951+119.3% | $12,989+34.2% | $6,924+151.8% |