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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 | $22,539 | $65,555-65.6% | $86,216-73.9% | $75,173-70.0% |
| Participation rate | 25.5% | 60.5%-35.0pp | 69.0%-43.4pp | 67.2%-41.7pp |
| Annual return | 138.14% | 46.07%+92.1pp | 1169.42%-1031.3pp | 160.72%-22.6pp |
| Employer contribution / active EE | $468 | $1,553-69.9% | $2,382-80.4% | $2,671-82.5% |
| Participant deferral / active EE | $574 | $3,023-81.0% | $3,986-85.6% | $4,126-86.1% |
| Admin fee / account holder | $471 | $5,469-91.4% | $6,853-93.1% | $5,651-91.7% |