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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 | $5,148 | $29,736-82.7% | $56,033-90.8% | $80,935-93.6% |
| Participation rate | 9.4% | 41.7%-32.3pp | 52.5%-43.1pp | 67.7%-58.3pp |
| Annual return | 22.61% | 35.28%-12.7pp | 1711.38%-1688.8pp | 35.66%-13.1pp |
| Employer contribution / active EE | $112 | $671-83.3% | $1,041-89.2% | $2,757-95.9% |
| Participant deferral / active EE | $213 | $1,228-82.7% | $1,954-89.1% | $4,299-95.0% |
| Admin fee / account holder | $653 | $2,434-73.2% | $2,827-76.9% | $6,924-90.6% |