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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 | $16,745 | $29,716-43.7% | $56,077-70.1% | $80,925-79.3% |
| Participation rate | 3.9% | 41.7%-37.8pp | 52.5%-48.6pp | 67.7%-63.7pp |
| Annual return | 14.56% | 35.30%-20.7pp | 1709.28%-1694.7pp | 35.65%-21.1pp |
| Employer contribution / active EE | $120 | $671-82.1% | $1,040-88.4% | $2,756-95.6% |
| Participant deferral / active EE | $212 | $1,228-82.7% | $1,954-89.1% | $4,299-95.1% |
| Admin fee / account holder | $5,170 | $2,432+112.6% | $2,825+83.0% | $6,940-25.5% |