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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 | $35,237 | $59,467-40.7% | $93,727-62.4% | $74,478-52.7% |
| Participation rate | 28.3% | 59.6%-31.3pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 101.63% | 82.14%+19.5pp | 133.83%-32.2pp | 1370.56%-1268.9pp |
| Employer contribution / active EE | $597 | $1,267-52.9% | $2,421-75.4% | $2,626-77.3% |
| Participant deferral / active EE | $1,046 | $3,052-65.7% | $4,417-76.3% | $4,350-76.0% |
| Admin fee / account holder | $1,011 | $3,028-66.6% | $8,292-87.8% | $1,946-48.0% |