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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 | $32,501 | $60,261-46.1% | $81,783-60.3% | $74,546-56.4% |
| Participation rate | 21.0% | 62.9%-41.9pp | 72.4%-51.4pp | 67.2%-46.3pp |
| Annual return | 12.96% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $399 | $2,622-84.8% | $2,913-86.3% | $2,624-84.8% |
| Participant deferral / active EE | $761 | $3,388-77.5% | $4,320-82.4% | $4,347-82.5% |
| Admin fee / account holder | $459 | $1,482-69.0% | $7,380-93.8% | $1,944-76.4% |