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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 | $34,453 | $56,116-38.6% | $135,768-74.6% | $86,983-60.4% |
| Participation rate | 2.3% | 60.1%-57.9pp | 71.1%-68.8pp | 69.5%-67.3pp |
| Annual return | 12.94% | 125.33%-112.4pp | 526.10%-513.2pp | 25.83%-12.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $258 | $2,690-90.4% | $3,977-93.5% | $4,194-93.8% |
| Admin fee / account holder | $4,859 | $4,314+12.6% | $7,048-31.1% | $7,856-38.1% |