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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 | $59,325 | $29,525+100.9% | $56,033+5.9% | $77,736-23.7% |
| Participation rate | 5.6% | 32.7%-27.0pp | 52.5%-46.9pp | 70.6%-65.0pp |
| Annual return | 16.66% | 18.90%-2.2pp | 1711.38%-1694.7pp | 31.26%-14.6pp |
| Employer contribution / active EE | $124 | $569-78.2% | $1,041-88.1% | $2,728-95.4% |
| Participant deferral / active EE | $252 | $1,062-76.3% | $1,954-87.1% | $4,651-94.6% |
| Admin fee / account holder | $7,728 | $1,040+643.1% | $2,827+173.4% | $433+1683.5% |