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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 | $13,798 | $39,798-65.3% | $67,704-79.6% | $59,633-76.9% |
| Participation rate | 13.1% | 57.4%-44.3pp | 67.5%-54.4pp | 68.7%-55.6pp |
| Annual return | -1.23% | 89.94%-91.2pp | 25.41%-26.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $692 | $2,335-70.4% | $3,585-80.7% | $3,192-78.3% |
| Admin fee / account holder | $572 | $3,212-82.2% | $4,255-86.5% | $4,297-86.7% |