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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 | $29,137 | $34,316-15.1% | $74,719-61.0% | $72,983-60.1% |
| Participation rate | 11.5% | 42.4%-30.9pp | 54.5%-42.9pp | 69.5%-57.9pp |
| Annual return | 22.46% | 26.58%-4.1pp | 753.05%-730.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $240 | $692-65.3% | $1,084-77.9% | $2,440-90.2% |
| Participant deferral / active EE | $292 | $1,272-77.0% | $1,963-85.1% | $3,608-91.9% |
| Admin fee / account holder | $501 | $2,125-76.4% | $3,334-85.0% | $5,124-90.2% |