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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 | $27,888 | $102,382-72.8% | $147,005-81.0% | $80,874-65.5% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 13.90% | 134.89%-121.0pp | 418.76%-404.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $920 | $3,715-75.2% | $4,934-81.4% | $2,756-66.6% |
| Participant deferral / active EE | $2,061 | $6,646-69.0% | $8,070-74.5% | $4,297-52.0% |
| Admin fee / account holder | $1,920 | $7,942-75.8% | $13,006-85.2% | $6,935-72.3% |