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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 | $37,474 | $39,948-6.2% | $89,414-58.1% | $73,412-49.0% |
| Participation rate | 17.9% | 50.4%-32.5pp | 68.0%-50.1pp | 72.2%-54.3pp |
| Annual return | 133.05% | 50.12%+82.9pp | 245.50%-112.4pp | 59.30%+73.8pp |
| Employer contribution / active EE | $402 | $1,200-66.5% | $2,586-84.5% | $2,234-82.0% |
| Participant deferral / active EE | $322 | $2,193-85.3% | $3,890-91.7% | $3,806-91.5% |
| Admin fee / account holder | $1,994 | $134+1386.0% | $4,883-59.2% | $158+1163.1% |