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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 | $26,243 | $59,456-55.9% | $93,669-72.0% | $74,429-64.7% |
| Participation rate | 57.7% | 59.6%-1.9pp | 68.7%-11.0pp | 67.2%-9.5pp |
| Annual return | 24.59% | 82.00%-57.4pp | 133.59%-109.0pp | 1368.38%-1343.8pp |
| Employer contribution / active EE | $425 | $1,266-66.4% | $2,424-82.5% | $2,625-83.8% |
| Participant deferral / active EE | $706 | $3,052-76.9% | $4,416-84.0% | $4,348-83.8% |
| Admin fee / account holder | $4,599 | $3,026+52.0% | $8,291-44.5% | $1,944+136.5% |