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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 | $10,005 | $29,525-66.1% | $56,033-82.1% | $77,736-87.1% |
| Participation rate | 7.2% | 32.7%-25.4pp | 52.5%-45.3pp | 70.6%-63.3pp |
| Annual return | 17.15% | 18.90%-1.7pp | 1711.38%-1694.2pp | 31.26%-14.1pp |
| Employer contribution / active EE | $153 | $569-73.2% | $1,041-85.3% | $2,728-94.4% |
| Participant deferral / active EE | $250 | $1,062-76.5% | $1,954-87.2% | $4,651-94.6% |
| Admin fee / account holder | $3,531 | $1,040+239.6% | $2,827+24.9% | $433+715.0% |