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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 | $23,300 | $85,766-72.8% | $136,298-82.9% | $70,126-66.8% |
| Participation rate | 37.9% | 74.2%-36.2pp | 81.9%-44.0pp | 69.5%-31.6pp |
| Annual return | 18.88% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.3pp |
| Employer contribution / active EE | $526 | $2,966-82.3% | $4,696-88.8% | $2,343-77.5% |
| Participant deferral / active EE | $918 | $5,051-81.8% | $6,247-85.3% | $3,332-72.5% |
| Admin fee / account holder | $4,749 | $5,421-12.4% | $9,244-48.6% | $4,645+2.2% |