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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 | $8,018 | $49,891-83.9% | $80,607-90.1% | $75,181-89.3% |
| Participation rate | 28.3% | 55.3%-27.0pp | 67.0%-38.7pp | 67.2%-38.9pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $261 | $1,698-84.6% | $2,724-90.4% | $2,671-90.2% |
| Participant deferral / active EE | $370 | $2,991-87.6% | $4,448-91.7% | $4,126-91.0% |
| Admin fee / account holder | $419 | $3,578-88.3% | $5,379-92.2% | $5,650-92.6% |