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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 | $29,947 | $55,437-46.0% | $155,534-80.7% | $74,459-59.8% |
| Participation rate | 13.8% | 61.9%-48.1pp | 78.2%-64.5pp | 67.2%-53.5pp |
| Annual return | 11.57% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $513 | $2,266-77.4% | $4,675-89.0% | $2,626-80.5% |
| Participant deferral / active EE | $779 | $2,837-72.6% | $5,630-86.2% | $4,350-82.1% |
| Admin fee / account holder | $1,802 | $1,742+3.4% | $15,900-88.7% | $1,945-7.3% |