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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 | $5,444 | $27,924-80.5% | $58,544-90.7% | $75,181-92.8% |
| Participation rate | 1.7% | 38.8%-37.1pp | 50.9%-49.2pp | 67.2%-65.5pp |
| Annual return | 17.50% | 44.20%-26.7pp | 4249.56%-4232.1pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $122 | $1,202-89.8% | $1,923-93.6% | $4,126-97.0% |
| Admin fee / account holder | $2,729 | $1,726+58.1% | $2,520+8.3% | $5,650-51.7% |