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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 | $10,610 | $29,736-64.3% | $56,033-81.1% | $80,935-86.9% |
| Participation rate | 13.9% | 41.7%-27.8pp | 52.5%-38.6pp | 67.7%-53.8pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $169 | $1,228-86.3% | $1,954-91.4% | $4,299-96.1% |
| Admin fee / account holder | $579 | $2,434-76.2% | $2,827-79.5% | $6,924-91.6% |