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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 | $9,032 | $27,243-66.8% | $52,425-82.8% | $79,634-88.7% |
| Participation rate | 10.3% | 22.4%-12.2pp | 55.6%-45.4pp | 62.5%-52.2pp |
| Annual return | 19.05% | 63.36%-44.3pp | 302.12%-283.1pp | 36.46%-17.4pp |
| Employer contribution / active EE | $71 | $319-77.6% | $914-92.2% | $2,529-97.2% |
| Participant deferral / active EE | $141 | $636-77.8% | $1,790-92.1% | $3,835-96.3% |
| Admin fee / account holder | $708 | $2,105-66.4% | $2,495-71.6% | $1,002-29.3% |