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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 | $45,963 | $100,073-54.1% | $85,126-46.0% | $145,877-68.5% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 0.00% | 84.11%-84.1pp | 66.63%-66.6pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $133 | $5,294-97.5% | $4,523-97.1% | $6,691-98.0% |
| Admin fee / account holder | $9,128 | $7,261+25.7% | $6,160+48.2% | $13,402-31.9% |