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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 | $22,245 | $56,197-60.4% | $67,652-67.1% | $59,633-62.7% |
| Participation rate | 35.5% | 71.5%-36.0pp | 75.7%-40.2pp | 68.7%-33.2pp |
| Annual return | 1.54% | 18508.10%-18506.6pp | 6625.40%-6623.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,223 | $2,844-57.0% | $3,560-65.6% | $3,192-61.7% |
| Admin fee / account holder | $1,681 | $3,958-57.5% | $4,821-65.1% | $4,297-60.9% |