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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 | $6,374 | $29,736-78.6% | $56,033-88.6% | $80,935-92.1% |
| Participation rate | 14.7% | 41.7%-27.0pp | 52.5%-37.8pp | 67.7%-53.0pp |
| Annual return | 11.71% | 35.28%-23.6pp | 1711.38%-1699.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $140 | $671-79.1% | $1,041-86.5% | $2,757-94.9% |
| Participant deferral / active EE | $147 | $1,228-88.0% | $1,954-92.5% | $4,299-96.6% |
| Admin fee / account holder | $1,683 | $2,434-30.8% | $2,827-40.5% | $6,924-75.7% |