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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 | $3,355 | $28,624-88.3% | $53,647-93.7% | $82,637-95.9% |
| Participation rate | 16.7% | 47.3%-30.6pp | 56.3%-39.6pp | 68.1%-51.4pp |
| Annual return | 16.51% | 664.98%-648.5pp | 358.33%-341.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $190 | $1,196-84.1% | $1,813-89.5% | $4,126-95.4% |
| Admin fee / account holder | $334 | $2,022-83.5% | $2,460-86.4% | $7,339-95.5% |