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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 | $41,985 | $59,448-29.4% | $93,696-55.2% | $74,459-43.6% |
| Participation rate | 26.7% | 59.6%-33.0pp | 68.7%-42.1pp | 67.2%-40.6pp |
| Annual return | 10.87% | 82.11%-71.2pp | 133.74%-122.9pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $725 | $1,266-42.7% | $2,422-70.0% | $2,626-72.4% |
| Participant deferral / active EE | $1,202 | $3,052-60.6% | $4,417-72.8% | $4,350-72.4% |
| Admin fee / account holder | $4,630 | $3,027+52.9% | $8,287-44.1% | $1,945+138.1% |