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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 | $26,218 | $100,938-74.0% | $90,461-71.0% | $158,982-83.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.83% | 1727.20%-1713.4pp | 1294.76%-1280.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,500 | $3,691-32.3% | $3,264-23.4% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,329 | $6,510-48.9% | $5,617-40.7% | $11,252-70.4% |