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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 | $60,261-55.3% | $81,783-67.1% | $74,546-63.9% |
| Participation rate | 19.4% | 62.9%-43.5pp | 72.4%-53.0pp | 67.2%-47.8pp |
| Annual return | 13.24% | 16.88%-3.6pp | 775.05%-761.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $376 | $2,622-85.7% | $2,913-87.1% | $2,624-85.7% |
| Participant deferral / active EE | $521 | $3,388-84.6% | $4,320-88.0% | $4,347-88.0% |
| Admin fee / account holder | $4,179 | $1,482+181.9% | $7,380-43.4% | $1,944+115.0% |