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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 | $51,055 | $75,832-32.7% | $147,618-65.4% | $59,633-14.4% |
| Participation rate | 10.8% | 71.6%-60.8pp | 84.6%-73.8pp | 68.7%-57.9pp |
| Annual return | -0.53% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $525 | $3,131-83.2% | $4,895-89.3% | $3,192-83.6% |
| Admin fee / account holder | $8,417 | $5,986+40.6% | $11,612-27.5% | $4,297+95.9% |