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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 | $20,045 | $40,435-50.4% | $80,627-75.1% | $74,460-73.1% |
| Participation rate | 3.1% | 47.4%-44.3pp | 67.0%-63.9pp | 70.7%-67.7pp |
| Annual return | 16.10% | 165.19%-149.1pp | 936.76%-920.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $195 | $2,673-92.7% | $4,443-95.6% | $4,530-95.7% |
| Admin fee / account holder | $4,801 | $721+566.2% | $5,381-10.8% | $348+1280.5% |