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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 | $2,341 | $29,716-92.1% | $56,077-95.8% | $80,925-97.1% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 0.00% | 35.30%-35.3pp | 1709.28%-1709.3pp | 35.65%-35.6pp |
| Employer contribution / active EE | $165 | $671-75.4% | $1,040-84.2% | $2,756-94.0% |
| Participant deferral / active EE | $232 | $1,228-81.1% | $1,954-88.1% | $4,299-94.6% |
| Admin fee / account holder | $1,880 | $2,432-22.7% | $2,825-33.4% | $6,940-72.9% |