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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 | $8,636 | $28,624-69.8% | $53,647-83.9% | $82,637-89.5% |
| Participation rate | 2.3% | 47.3%-45.0pp | 56.3%-54.0pp | 68.1%-65.8pp |
| Annual return | 14.61% | 664.98%-650.4pp | 358.33%-343.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $48 | $1,196-96.0% | $1,813-97.4% | $4,126-98.8% |
| Admin fee / account holder | $340 | $2,022-83.2% | $2,460-86.2% | $7,339-95.4% |