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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 | $52,966 | $108,212-51.1% | $77,513-31.7% | $158,966-66.7% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3 | $1,325-99.8% | $987-99.7% | $4,762-99.9% |
| Participant deferral / active EE | $4 | $2,455-99.8% | $1,861-99.8% | $5,983-99.9% |
| Admin fee / account holder | $16,610 | $3,709+347.8% | $2,859+481.0% | $11,250+47.6% |