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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 | $18,602 | $53,063-64.9% | $124,206-85.0% | $82,637-77.5% |
| Participation rate | 11.0% | 58.4%-47.4pp | 69.6%-58.6pp | 68.1%-57.1pp |
| Annual return | 0.00% | 68.87%-68.9pp | 515.27%-515.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $132 | $2,644-95.0% | $3,968-96.7% | $4,126-96.8% |
| Admin fee / account holder | $496 | $4,281-88.4% | $5,929-91.6% | $7,339-93.2% |