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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 | $13,334 | $29,670-55.1% | $56,054-76.2% | $80,911-83.5% |
| Participation rate | 1.6% | 41.7%-40.1pp | 52.5%-50.9pp | 67.6%-66.1pp |
| Annual return | 19.97% | 35.24%-15.3pp | 1705.95%-1686.0pp | 35.63%-15.7pp |
| Employer contribution / active EE | $91 | $670-86.4% | $1,039-91.3% | $2,756-96.7% |
| Participant deferral / active EE | $123 | $1,227-90.0% | $1,952-93.7% | $4,297-97.1% |
| Admin fee / account holder | $1,458 | $2,431-40.0% | $2,822-48.3% | $6,935-79.0% |