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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 | $7,613 | $29,319-74.0% | $52,425-85.5% | $82,448-90.8% |
| Participation rate | 17.0% | 46.9%-29.9pp | 55.6%-38.6pp | 68.1%-51.1pp |
| Annual return | 17.66% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $179 | $586-69.4% | $914-80.4% | $2,551-93.0% |
| Participant deferral / active EE | $241 | $1,171-79.4% | $1,790-86.5% | $4,139-94.2% |
| Admin fee / account holder | $435 | $1,962-77.8% | $2,495-82.6% | $7,234-94.0% |