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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 | $3,346 | $24,618-86.4% | $71,585-95.3% | $82,637-96.0% |
| Participation rate | 41.9% | 68.2%-26.3pp | 68.2%-26.3pp | 68.1%-26.2pp |
| Annual return | 14.59% | 93.17%-78.6pp | 59.26%-44.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $333 | $1,720-80.7% | $2,923-88.6% | $4,126-91.9% |
| Admin fee / account holder | $728 | $3,285-77.8% | $4,712-84.6% | $7,339-90.1% |