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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 | $13,410 | $26,137-48.7% | $58,561-77.1% | $74,460-82.0% |
| Participation rate | 6.0% | 32.2%-26.2pp | 50.9%-44.9pp | 70.7%-64.8pp |
| Annual return | 22.29% | 32.53%-10.2pp | 4251.33%-4229.0pp | 34.38%-12.1pp |
| Employer contribution / active EE | $83 | $537-84.5% | $1,053-92.1% | $2,638-96.8% |
| Participant deferral / active EE | $275 | $1,076-74.4% | $1,923-85.7% | $4,530-93.9% |
| Admin fee / account holder | $354 | $648-45.3% | $2,520-85.9% | $348+1.9% |