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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 | $11,947 | $30,385-60.7% | $56,054-78.7% | $74,400-83.9% |
| Participation rate | 8.6% | 32.9%-24.3pp | 52.5%-43.9pp | 67.2%-58.6pp |
| Annual return | 31.21% | 24.92%+6.3pp | 1705.95%-1674.7pp | 1367.51%-1336.3pp |
| Employer contribution / active EE | $156 | $609-74.4% | $1,039-85.0% | $2,624-94.1% |
| Participant deferral / active EE | $202 | $1,174-82.8% | $1,952-89.6% | $4,348-95.4% |
| Admin fee / account holder | $1,058 | $2,361-55.2% | $2,822-62.5% | $1,944-45.6% |