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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 | $28,168 | $80,812-65.1% | $160,784-82.5% | $82,448-65.8% |
| Participation rate | 27.8% | 66.2%-38.5pp | 77.0%-49.2pp | 68.1%-40.3pp |
| Annual return | 17.13% | 100.59%-83.5pp | 1803.92%-1786.8pp | 41.64%-24.5pp |
| Employer contribution / active EE | $594 | $2,174-72.7% | $3,733-84.1% | $2,551-76.7% |
| Participant deferral / active EE | $986 | $4,335-77.3% | $6,293-84.3% | $4,139-76.2% |
| Admin fee / account holder | $2,926 | $7,695-62.0% | $9,717-69.9% | $7,234-59.6% |