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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 | $6,530 | $29,733-78.0% | $56,025-88.3% | $80,959-91.9% |
| Participation rate | 8.1% | 41.7%-33.6pp | 52.5%-44.4pp | 67.7%-59.6pp |
| Annual return | 24.16% | 35.28%-11.1pp | 1712.69%-1688.5pp | 35.67%-11.5pp |
| Employer contribution / active EE | $160 | $672-76.2% | $1,042-84.7% | $2,757-94.2% |
| Participant deferral / active EE | $218 | $1,229-82.2% | $1,955-88.8% | $4,300-94.9% |
| Admin fee / account holder | $314 | $2,434-87.1% | $2,828-88.9% | $6,925-95.5% |