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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 | $24,836 | $56,484-56.0% | $169,452-85.3% | $64,173-61.3% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | 552.97% | -1.55%+554.5pp | 1.83%+551.1pp | 7.63%+545.3pp |
| Employer contribution / active EE | $584 | $1,832-68.1% | $4,157-85.9% | $2,381-75.5% |
| Participant deferral / active EE | $1,040 | $3,448-69.8% | $5,277-80.3% | $3,470-70.0% |
| Admin fee / account holder | $694 | $4,174-83.4% | $9,110-92.4% | $4,887-85.8% |