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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 | $14,337 | $28,624-49.9% | $53,647-73.3% | $82,637-82.7% |
| Participation rate | 4.5% | 47.3%-42.8pp | 56.3%-51.8pp | 68.1%-63.6pp |
| Annual return | 18.63% | 664.98%-646.4pp | 358.33%-339.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $170 | $1,196-85.8% | $1,813-90.6% | $4,126-95.9% |
| Admin fee / account holder | $840 | $2,022-58.4% | $2,460-65.8% | $7,339-88.5% |