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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 | $13,269 | $29,507-55.0% | $56,025-76.3% | $77,762-82.9% |
| Participation rate | 5.5% | 32.7%-27.3pp | 52.5%-47.0pp | 70.6%-65.1pp |
| Annual return | 17.88% | 18.90%-1.0pp | 1712.69%-1694.8pp | 31.27%-13.4pp |
| Employer contribution / active EE | $110 | $570-80.6% | $1,042-89.4% | $2,728-96.0% |
| Participant deferral / active EE | $235 | $1,062-77.9% | $1,955-88.0% | $4,651-95.0% |
| Admin fee / account holder | $800 | $1,041-23.2% | $2,828-71.7% | $433+84.7% |