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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 | $33,090 | $89,670-63.1% | $96,754-65.8% | $89,670-63.1% |
| Participation rate | 2.7% | 71.2%-68.4pp | 70.3%-67.6pp | 71.2%-68.4pp |
| Annual return | 12.17% | 19.66%-7.5pp | 82.04%-69.9pp | 19.66%-7.5pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,679-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $112 | $3,962-97.2% | $4,758-97.6% | $3,962-97.2% |
| Admin fee / account holder | $1,102 | $352+213.2% | $8,905-87.6% | $352+213.2% |