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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 | $18,885 | $75,832-75.1% | $147,617-87.2% | $59,633-68.3% |
| Participation rate | 68.5% | 71.6%-3.0pp | 84.6%-16.1pp | 68.7%-0.1pp |
| Annual return | 0.04% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $878 | $3,485-74.8% | $5,564-84.2% | $2,203-60.1% |
| Participant deferral / active EE | $655 | $3,131-79.1% | $4,895-86.6% | $3,192-79.5% |
| Admin fee / account holder | $1,815 | $5,986-69.7% | $11,612-84.4% | $4,297-57.8% |