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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 | $24,773 | $45,566-45.6% | $64,105-61.4% | $59,633-58.5% |
| Participation rate | 59.4% | 60.2%-0.7pp | 68.2%-8.7pp | 68.7%-9.3pp |
| Annual return | 54.16% | 4.95%+49.2pp | 791.24%-737.1pp | 2041.45%-1987.3pp |
| Employer contribution / active EE | $155 | $934-83.4% | $1,820-91.5% | $2,203-93.0% |
| Participant deferral / active EE | $656 | $2,057-68.1% | $2,822-76.8% | $3,192-79.5% |
| Admin fee / account holder | $1,505 | $3,268-53.9% | $4,499-66.5% | $4,297-65.0% |