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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 | $14,986 | $29,736-49.6% | $56,033-73.3% | $80,935-81.5% |
| Participation rate | 34.3% | 41.7%-7.4pp | 52.5%-18.2pp | 67.7%-33.4pp |
| Annual return | 11.08% | 35.28%-24.2pp | 1711.38%-1700.3pp | 35.66%-24.6pp |
| Employer contribution / active EE | $238 | $671-64.6% | $1,041-77.2% | $2,757-91.4% |
| Participant deferral / active EE | $40 | $1,228-96.8% | $1,954-98.0% | $4,299-99.1% |
| Admin fee / account holder | $569 | $2,434-76.6% | $2,827-79.9% | $6,924-91.8% |