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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 | $55,446-52.1% | $155,574-82.9% | $74,429-64.3% |
| Participation rate | 53.3% | 61.9%-8.6pp | 78.2%-24.9pp | 67.2%-13.9pp |
| Annual return | 22.20% | 269.20%-247.0pp | 64.87%-42.7pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $540 | $2,266-76.2% | $4,676-88.5% | $2,625-79.4% |
| Participant deferral / active EE | $793 | $2,836-72.0% | $5,629-85.9% | $4,348-81.8% |
| Admin fee / account holder | $3,335 | $1,743+91.3% | $15,914-79.0% | $1,944+71.5% |