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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 | $18,130 | $29,319-38.2% | $52,425-65.4% | $82,448-78.0% |
| Participation rate | 3.8% | 46.9%-43.0pp | 55.6%-51.8pp | 68.1%-64.2pp |
| Annual return | 14.85% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $71 | $1,171-94.0% | $1,790-96.1% | $4,139-98.3% |
| Admin fee / account holder | $604 | $1,962-69.2% | $2,495-75.8% | $7,234-91.7% |