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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 | $27,277 | $52,450-48.0% | $129,397-78.9% | $74,429-63.4% |
| Participation rate | 20.7% | 53.8%-33.2pp | 69.6%-48.9pp | 67.2%-46.5pp |
| Annual return | 13.12% | 15.65%-2.5pp | 9453.98%-9440.9pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $709 | $1,532-53.8% | $4,154-82.9% | $2,625-73.0% |
| Participant deferral / active EE | $144 | $2,797-94.8% | $4,167-96.5% | $4,348-96.7% |
| Admin fee / account holder | $431 | $2,636-83.7% | $7,679-94.4% | $1,944-77.8% |