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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 | $26,908 | $60,393-55.4% | $81,820-67.1% | $74,429-63.8% |
| Participation rate | 19.4% | 62.9%-43.5pp | 72.4%-53.0pp | 67.2%-47.8pp |
| Annual return | 13.24% | 16.89%-3.7pp | 777.93%-764.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $376 | $2,626-85.7% | $2,915-87.1% | $2,625-85.7% |
| Participant deferral / active EE | $521 | $3,397-84.7% | $4,323-88.0% | $4,348-88.0% |
| Admin fee / account holder | $4,179 | $1,491+180.3% | $7,391-43.5% | $1,944+114.9% |