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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 | $20,873 | $55,470-62.4% | $155,556-86.6% | $74,478-72.0% |
| Participation rate | 16.0% | 61.9%-45.9pp | 78.2%-62.3pp | 67.2%-51.2pp |
| Annual return | 19.22% | 269.80%-250.6pp | 64.84%-45.6pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $415 | $2,267-81.7% | $4,675-91.1% | $2,626-84.2% |
| Participant deferral / active EE | $586 | $2,838-79.4% | $5,631-89.6% | $4,350-86.5% |
| Admin fee / account holder | $1,179 | $1,744-32.4% | $15,885-92.6% | $1,946-39.4% |