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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 | $31,894 | $65,434-51.3% | $98,483-67.6% | $85,847-62.8% |
| Participation rate | 28.8% | 65.0%-36.2pp | 73.3%-44.5pp | 69.3%-40.5pp |
| Annual return | 17.82% | 21.75%-3.9pp | 1494.38%-1476.6pp | 318.61%-300.8pp |
| Employer contribution / active EE | $338 | $2,169-84.4% | $2,961-88.6% | $2,565-86.8% |
| Participant deferral / active EE | $424 | $3,168-86.6% | $4,276-90.1% | $3,952-89.3% |
| Admin fee / account holder | $1,225 | $4,595-73.3% | $5,953-79.4% | $6,261-80.4% |