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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 | $5,812 | $27,800-79.1% | $58,561-90.1% | $71,511-91.9% |
| Participation rate | 4.9% | 34.6%-29.7pp | 50.9%-46.0pp | 67.9%-63.1pp |
| Annual return | 19.93% | 26.80%-6.9pp | 4251.33%-4231.4pp | 28.86%-8.9pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $121 | $1,208-90.0% | $1,923-93.7% | $4,291-97.2% |
| Admin fee / account holder | $358 | $1,637-78.1% | $2,520-85.8% | $1,588-77.5% |