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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 | $20,451 | $26,936-24.1% | $53,647-61.9% | $71,012-71.2% |
| Participation rate | 1.1% | 21.9%-20.8pp | 56.3%-55.2pp | 58.6%-57.5pp |
| Annual return | 16.78% | 81.59%-64.8pp | 358.33%-341.6pp | 37.67%-20.9pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $70 | $590-88.1% | $1,813-96.1% | $3,246-97.8% |
| Admin fee / account holder | $3,136 | $2,177+44.1% | $2,460+27.5% | $1,167+168.7% |