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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 | $42,858 | $52,507-18.4% | $129,406-66.9% | $74,478-42.5% |
| Participation rate | 18.5% | 53.9%-35.4pp | 69.6%-51.2pp | 67.2%-48.7pp |
| Annual return | 13.31% | 15.64%-2.3pp | 9468.18%-9454.9pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $524 | $1,534-65.8% | $4,155-87.4% | $2,626-80.0% |
| Participant deferral / active EE | $771 | $2,801-72.5% | $4,167-81.5% | $4,350-82.3% |
| Admin fee / account holder | $3,871 | $2,639+46.7% | $7,689-49.7% | $1,946+98.9% |