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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 | $6,658 | $30,437-78.1% | $56,033-88.1% | $74,459-91.1% |
| Participation rate | 13.6% | 32.9%-19.3pp | 52.5%-38.9pp | 67.2%-53.7pp |
| Annual return | 0.00% | 24.96%-25.0pp | 1711.38%-1711.4pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $131 | $610-78.6% | $1,041-87.4% | $2,626-95.0% |
| Participant deferral / active EE | $216 | $1,176-81.6% | $1,954-88.9% | $4,350-95.0% |
| Admin fee / account holder | $874 | $2,363-63.0% | $2,827-69.1% | $1,945-55.0% |