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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 | $55,964 | $29,507+89.7% | $56,025-0.1% | $77,762-28.0% |
| Participation rate | 3.1% | 32.7%-29.6pp | 52.5%-49.4pp | 70.6%-67.5pp |
| Annual return | 11.17% | 18.90%-7.7pp | 1712.69%-1701.5pp | 31.27%-20.1pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $86 | $1,062-91.9% | $1,955-95.6% | $4,651-98.1% |
| Admin fee / account holder | $5,021 | $1,041+382.4% | $2,828+77.5% | $433+1059.8% |