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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 | $10,688 | $29,319-63.5% | $52,425-79.6% | $82,448-87.0% |
| Participation rate | 12.1% | 46.9%-34.7pp | 55.6%-43.5pp | 68.1%-55.9pp |
| Annual return | 19.50% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $81 | $586-86.3% | $914-91.2% | $2,551-96.8% |
| Participant deferral / active EE | $60 | $1,171-94.8% | $1,790-96.6% | $4,139-98.5% |
| Admin fee / account holder | $352 | $1,962-82.1% | $2,495-85.9% | $7,234-95.1% |