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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 | $17,460 | $45,375-61.5% | $66,674-73.8% | $100,573-82.6% |
| Participation rate | 2.9% | 57.4%-54.5pp | 73.7%-70.8pp | 70.9%-68.1pp |
| Annual return | 13.20% | 12.25%+0.9pp | 321.24%-308.0pp | 18.89%-5.7pp |
| Employer contribution / active EE | $21 | $1,716-98.8% | $2,620-99.2% | $3,763-99.4% |
| Participant deferral / active EE | $42 | $2,167-98.1% | $4,084-99.0% | $4,921-99.2% |
| Admin fee / account holder | $456 | $288+58.5% | $5,098-91.1% | $454+0.5% |