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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 | $23,566 | $85,766-72.5% | $136,298-82.7% | $70,126-66.4% |
| Participation rate | 56.5% | 74.2%-17.7pp | 81.9%-25.5pp | 69.5%-13.1pp |
| Annual return | 23.17% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,696-74.5% | $2,343-48.9% |
| Participant deferral / active EE | $1,812 | $5,051-64.1% | $6,247-71.0% | $3,332-45.6% |
| Admin fee / account holder | $988 | $5,421-81.8% | $9,244-89.3% | $4,645-78.7% |