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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 | $17,200 | $30,421-43.5% | $56,077-69.3% | $74,429-76.9% |
| Participation rate | 9.1% | 32.9%-23.8pp | 52.5%-43.4pp | 67.2%-58.1pp |
| Annual return | 13.39% | 24.94%-11.5pp | 1709.28%-1695.9pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $156 | $610-74.5% | $1,040-85.0% | $2,625-94.1% |
| Participant deferral / active EE | $156 | $1,175-86.8% | $1,954-92.0% | $4,348-96.4% |
| Admin fee / account holder | $2,460 | $2,363+4.1% | $2,825-12.9% | $1,944+26.5% |