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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 | $26,713 | $55,470-51.8% | $155,556-82.8% | $74,478-64.1% |
| Participation rate | 29.8% | 61.9%-32.1pp | 78.2%-48.4pp | 67.2%-37.4pp |
| Annual return | 13.43% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $575 | $2,267-74.6% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $724 | $2,838-74.5% | $5,631-87.1% | $4,350-83.4% |
| Admin fee / account holder | $1,737 | $1,744-0.4% | $15,885-89.1% | $1,946-10.7% |