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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 | $28,951 | $85,766-66.2% | $136,298-78.8% | $70,126-58.7% |
| Participation rate | 39.7% | 74.2%-34.4pp | 81.9%-42.2pp | 69.5%-29.8pp |
| Annual return | 19.77% | 31.46%-11.7pp | 5156.27%-5136.5pp | 73.15%-53.4pp |
| Employer contribution / active EE | $664 | $2,966-77.6% | $4,696-85.9% | $2,343-71.6% |
| Participant deferral / active EE | $1,488 | $5,051-70.5% | $6,247-76.2% | $3,332-55.3% |
| Admin fee / account holder | $831 | $5,421-84.7% | $9,244-91.0% | $4,645-82.1% |