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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 | $26,554 | $55,470-52.1% | $155,556-82.9% | $74,478-64.3% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 22.20% | 269.80%-247.6pp | 64.84%-42.6pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $540 | $2,267-76.2% | $4,675-88.5% | $2,626-79.4% |
| Participant deferral / active EE | $793 | $2,838-72.1% | $5,631-85.9% | $4,350-81.8% |
| Admin fee / account holder | $3,335 | $1,744+91.2% | $15,885-79.0% | $1,946+71.4% |