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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 | $7,774 | $29,670-73.8% | $56,054-86.1% | $80,911-90.4% |
| Participation rate | 23.3% | 41.7%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 150.56% | 35.24%+115.3pp | 1705.95%-1555.4pp | 35.63%+114.9pp |
| Employer contribution / active EE | $321 | $670-52.0% | $1,039-69.1% | $2,756-88.3% |
| Participant deferral / active EE | $123 | $1,227-89.9% | $1,952-93.7% | $4,297-97.1% |
| Admin fee / account holder | $2,839 | $2,431+16.8% | $2,822+0.6% | $6,935-59.1% |