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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 | $14,337 | $55,446-74.1% | $155,574-90.8% | $74,429-80.7% |
| Participation rate | 24.3% | 61.9%-37.6pp | 78.2%-53.9pp | 67.2%-42.9pp |
| Annual return | 16.14% | 269.20%-253.1pp | 64.87%-48.7pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $368 | $2,266-83.8% | $4,676-92.1% | $2,625-86.0% |
| Participant deferral / active EE | $595 | $2,836-79.0% | $5,629-89.4% | $4,348-86.3% |
| Admin fee / account holder | $1,835 | $1,743+5.3% | $15,914-88.5% | $1,944-5.6% |