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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 | $24,333 | $77,920-68.8% | $149,723-83.7% | $75,177-67.6% |
| Participation rate | 43.2% | 65.6%-22.4pp | 78.8%-35.6pp | 67.2%-24.0pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $496 | $3,411-85.5% | $5,682-91.3% | $4,126-88.0% |
| Admin fee / account holder | $2,741 | $5,951-53.9% | $13,215-79.3% | $5,651-51.5% |