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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 | $9,289 | $29,051-68.0% | $52,425-82.3% | $67,986-86.3% |
| Participation rate | 4.0% | 30.4%-26.4pp | 55.6%-51.6pp | 57.2%-53.2pp |
| Annual return | 41.78% | 24.00%+17.8pp | 302.12%-260.3pp | 31.67%+10.1pp |
| Employer contribution / active EE | $88 | $412-78.6% | $914-90.4% | $2,019-95.6% |
| Participant deferral / active EE | $157 | $873-82.0% | $1,790-91.2% | $3,358-95.3% |
| Admin fee / account holder | $468 | $2,113-77.9% | $2,495-81.3% | $3,203-85.4% |