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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 | $26,237 | $29,546-11.2% | $56,441-53.5% | $77,671-66.2% |
| Participation rate | 2.8% | 32.7%-29.9pp | 52.5%-49.7pp | 70.6%-67.8pp |
| Annual return | 14.44% | 19.01%-4.6pp | 1704.21%-1689.8pp | 31.21%-16.8pp |
| Employer contribution / active EE | $126 | $568-77.8% | $1,039-87.9% | $2,726-95.4% |
| Participant deferral / active EE | $258 | $1,061-75.7% | $1,953-86.8% | $4,648-94.5% |
| Admin fee / account holder | $4,023 | $1,046+284.6% | $2,829+42.2% | $430+834.7% |