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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 | $8,266 | $29,507-72.0% | $56,025-85.2% | $77,762-89.4% |
| Participation rate | 7.3% | 32.7%-25.5pp | 52.5%-45.2pp | 70.6%-63.3pp |
| Annual return | 12.51% | 18.90%-6.4pp | 1712.69%-1700.2pp | 31.27%-18.8pp |
| Employer contribution / active EE | $133 | $570-76.7% | $1,042-87.3% | $2,728-95.1% |
| Participant deferral / active EE | $267 | $1,062-74.9% | $1,955-86.4% | $4,651-94.3% |
| Admin fee / account holder | $329 | $1,041-68.4% | $2,828-88.4% | $433-24.0% |