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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 | $11,394 | $28,624-60.2% | $53,647-78.8% | $82,637-86.2% |
| Participation rate | 9.4% | 47.3%-37.9pp | 56.3%-46.9pp | 68.1%-58.7pp |
| Annual return | 15.08% | 664.98%-649.9pp | 358.33%-343.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $136 | $637-78.6% | $962-85.9% | $2,552-94.7% |
| Participant deferral / active EE | $238 | $1,196-80.1% | $1,813-86.9% | $4,126-94.2% |
| Admin fee / account holder | $1,838 | $2,022-9.1% | $2,460-25.3% | $7,339-75.0% |