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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 | $10,384 | $40,566-74.4% | $96,754-89.3% | $64,728-84.0% |
| Participation rate | 6.7% | 24.8%-18.1pp | 70.3%-63.5pp | 57.9%-51.1pp |
| Annual return | 12.14% | 93.20%-81.1pp | 82.04%-69.9pp | 49.38%-37.2pp |
| Employer contribution / active EE | $53 | $808-93.5% | $2,679-98.0% | $2,243-97.6% |
| Participant deferral / active EE | $129 | $933-86.1% | $4,758-97.3% | $2,729-95.3% |
| Admin fee / account holder | $1,371 | $2,770-50.5% | $8,905-84.6% | $1,145+19.7% |