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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 | $6,787 | $26,140-74.0% | $58,507-88.4% | $74,473-90.9% |
| Participation rate | 8.0% | 32.1%-24.1pp | 50.9%-42.9pp | 70.7%-62.7pp |
| Annual return | 18.55% | 32.51%-14.0pp | 4252.32%-4233.8pp | 34.36%-15.8pp |
| Employer contribution / active EE | $110 | $537-79.5% | $1,053-89.6% | $2,638-95.8% |
| Participant deferral / active EE | $218 | $1,075-79.7% | $1,922-88.6% | $4,530-95.2% |
| Admin fee / account holder | $948 | $652+45.4% | $2,486-61.9% | $347+173.1% |