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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 | $16,766 | $47,977-65.1% | $154,114-89.1% | $56,287-70.2% |
| Participation rate | 38.3% | 66.2%-27.9pp | 83.0%-44.8pp | 69.9%-31.6pp |
| Annual return | 0.80% | 3.54%-2.7pp | 735.16%-734.4pp | -9.96%+10.8pp |
| Employer contribution / active EE | $433 | $2,169-80.0% | $5,298-91.8% | $2,111-79.5% |
| Participant deferral / active EE | $670 | $2,392-72.0% | $5,081-86.8% | $3,350-80.0% |
| Admin fee / account holder | $1,712 | $438+290.7% | $13,411-87.2% | $521+228.7% |