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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 | $30,160 | $40,566-25.7% | $96,754-68.8% | $64,728-53.4% |
| Participation rate | 2.2% | 24.8%-22.6pp | 70.3%-68.1pp | 57.9%-55.7pp |
| Annual return | 12.71% | 93.20%-80.5pp | 82.04%-69.3pp | 49.38%-36.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $156 | $933-83.3% | $4,758-96.7% | $2,729-94.3% |
| Admin fee / account holder | $1,377 | $2,770-50.3% | $8,905-84.5% | $1,145+20.3% |