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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 | $28,624-36.7% | $53,647-66.2% | $82,637-78.1% |
| Participation rate | 3.8% | 47.3%-43.4pp | 56.3%-52.4pp | 68.1%-64.2pp |
| Annual return | 14.85% | 664.98%-650.1pp | 358.33%-343.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $71 | $1,196-94.1% | $1,813-96.1% | $4,126-98.3% |
| Admin fee / account holder | $604 | $2,022-70.1% | $2,460-75.5% | $7,339-91.8% |