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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 | $2,425 | $24,891-90.3% | $69,460-96.5% | $74,400-96.7% |
| Participation rate | 45.7% | 63.4%-17.8pp | 66.4%-20.7pp | 67.2%-21.5pp |
| Annual return | 20.71% | 18.53%+2.2pp | 100.80%-80.1pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $359 | $1,005-64.3% | $1,714-79.1% | $2,624-86.3% |
| Participant deferral / active EE | $670 | $1,908-64.9% | $2,890-76.8% | $4,348-84.6% |
| Admin fee / account holder | $1,645 | $1,904-13.6% | $4,695-65.0% | $1,944-15.4% |