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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 | $31,185 | $65,440-52.3% | $98,506-68.3% | $85,851-63.7% |
| Participation rate | 46.2% | 65.0%-18.9pp | 73.3%-27.2pp | 69.3%-23.2pp |
| Annual return | 35.86% | 21.75%+14.1pp | 1494.92%-1459.1pp | 318.63%-282.8pp |
| Employer contribution / active EE | $340 | $2,169-84.3% | $2,961-88.5% | $2,565-86.7% |
| Participant deferral / active EE | $437 | $3,168-86.2% | $4,277-89.8% | $3,952-88.9% |
| Admin fee / account holder | $4,210 | $4,596-8.4% | $5,955-29.3% | $6,261-32.8% |