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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 | $25,684 | $29,507-13.0% | $56,025-54.2% | $77,762-67.0% |
| Participation rate | 8.4% | 32.7%-24.3pp | 52.5%-44.1pp | 70.6%-62.2pp |
| Annual return | 12.07% | 18.90%-6.8pp | 1712.69%-1700.6pp | 31.27%-19.2pp |
| Employer contribution / active EE | $142 | $570-75.0% | $1,042-86.3% | $2,728-94.8% |
| Participant deferral / active EE | $256 | $1,062-75.9% | $1,955-86.9% | $4,651-94.5% |
| Admin fee / account holder | $1,094 | $1,041+5.1% | $2,828-61.3% | $433+152.7% |