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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 | $30,051 | $56,197-46.5% | $67,652-55.6% | $59,633-49.6% |
| Participation rate | 10.9% | 71.5%-60.5pp | 75.7%-64.7pp | 68.7%-57.7pp |
| Annual return | 2.36% | 18508.10%-18505.7pp | 6625.40%-6623.0pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $94 | $2,844-96.7% | $3,560-97.4% | $3,192-97.0% |
| Admin fee / account holder | $10,265 | $3,958+159.4% | $4,821+112.9% | $4,297+138.9% |