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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 | $25,611 | $55,470-53.8% | $155,556-83.5% | $74,478-65.6% |
| Participation rate | 42.5% | 61.9%-19.4pp | 78.2%-35.7pp | 67.2%-24.7pp |
| Annual return | 12.65% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $388 | $2,267-82.9% | $4,675-91.7% | $2,626-85.2% |
| Participant deferral / active EE | $558 | $2,838-80.3% | $5,631-90.1% | $4,350-87.2% |
| Admin fee / account holder | $317 | $1,744-81.8% | $15,885-98.0% | $1,946-83.7% |