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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 | $15,902 | $41,150-61.4% | $80,607-80.3% | $71,495-77.8% |
| Participation rate | 17.9% | 50.3%-32.4pp | 67.0%-49.2pp | 67.9%-50.1pp |
| Annual return | 18.75% | 38.48%-19.7pp | 936.11%-917.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $267 | $1,515-82.4% | $2,724-90.2% | $2,589-89.7% |
| Participant deferral / active EE | $513 | $2,701-81.0% | $4,448-88.5% | $4,291-88.0% |
| Admin fee / account holder | $825 | $1,841-55.2% | $5,379-84.7% | $1,588-48.0% |