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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 | $8,735 | $29,733-70.6% | $56,025-84.4% | $80,959-89.2% |
| Participation rate | 5.4% | 41.7%-36.3pp | 52.5%-47.1pp | 67.7%-62.2pp |
| Annual return | 12.02% | 35.28%-23.3pp | 1712.69%-1700.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $124 | $672-81.6% | $1,042-88.1% | $2,757-95.5% |
| Participant deferral / active EE | $100 | $1,229-91.8% | $1,955-94.9% | $4,300-97.7% |
| Admin fee / account holder | $2,480 | $2,434+1.9% | $2,828-12.3% | $6,925-64.2% |