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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 | $32,001 | $51,878-38.3% | $68,368-53.2% | $79,634-59.8% |
| Participation rate | 9.2% | 53.7%-44.5pp | 73.8%-64.5pp | 62.5%-53.3pp |
| Annual return | 14.56% | 137.43%-122.9pp | 292.57%-278.0pp | 36.46%-21.9pp |
| Employer contribution / active EE | $220 | $1,931-88.6% | $2,649-91.7% | $2,529-91.3% |
| Participant deferral / active EE | $185 | $2,577-92.8% | $4,123-95.5% | $3,835-95.2% |
| Admin fee / account holder | $406 | $942-56.9% | $5,150-92.1% | $1,002-59.5% |