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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 | $17,545 | $46,360-62.2% | $147,617-88.1% | $52,331-66.5% |
| Participation rate | 22.5% | 64.9%-42.5pp | 84.6%-62.2pp | 68.1%-45.6pp |
| Annual return | 231.75% | 1.62%+230.1pp | 61.98%+169.8pp | 4.54%+227.2pp |
| Employer contribution / active EE | $284 | $2,126-86.6% | $5,564-94.9% | $1,882-84.9% |
| Participant deferral / active EE | $476 | $2,258-78.9% | $4,895-90.3% | $3,022-84.2% |
| Admin fee / account holder | $925 | $766+20.8% | $11,612-92.0% | $592+56.4% |