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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 | $2,896 | $24,891-88.4% | $69,632-95.8% | $74,478-96.1% |
| Participation rate | 53.6% | 63.4%-9.8pp | 66.4%-12.8pp | 67.2%-13.6pp |
| Annual return | 15.20% | 18.53%-3.3pp | 101.32%-86.1pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $406 | $1,005-59.6% | $1,708-76.3% | $2,626-84.6% |
| Participant deferral / active EE | $666 | $1,908-65.1% | $2,889-76.9% | $4,350-84.7% |
| Admin fee / account holder | $409 | $1,904-78.5% | $4,695-91.3% | $1,946-79.0% |