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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 | $28,701 | $54,717-47.5% | $86,216-66.7% | $71,511-59.9% |
| Participation rate | 18.3% | 60.1%-41.8pp | 69.0%-50.6pp | 67.9%-49.6pp |
| Annual return | 18.82% | 20.07%-1.2pp | 1169.42%-1150.6pp | 28.86%-10.0pp |
| Employer contribution / active EE | $563 | $1,267-55.6% | $2,382-76.4% | $2,589-78.3% |
| Participant deferral / active EE | $1,086 | $3,110-65.1% | $3,986-72.7% | $4,291-74.7% |
| Admin fee / account holder | $1,675 | $1,922-12.8% | $6,853-75.6% | $1,588+5.5% |