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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 | $17,457 | $29,525-40.9% | $56,033-68.8% | $77,736-77.5% |
| Participation rate | 5.8% | 32.7%-26.9pp | 52.5%-46.7pp | 70.6%-64.8pp |
| Annual return | 14.66% | 18.90%-4.2pp | 1711.38%-1696.7pp | 31.26%-16.6pp |
| Employer contribution / active EE | $92 | $569-83.9% | $1,041-91.2% | $2,728-96.6% |
| Participant deferral / active EE | $209 | $1,062-80.3% | $1,954-89.3% | $4,651-95.5% |
| Admin fee / account holder | $875 | $1,040-15.9% | $2,827-69.1% | $433+101.9% |