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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 | $5,923 | $29,733-80.1% | $56,025-89.4% | $80,959-92.7% |
| Participation rate | 3.1% | 41.7%-38.7pp | 52.5%-49.4pp | 67.7%-64.6pp |
| Annual return | 17.28% | 35.28%-18.0pp | 1712.69%-1695.4pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $118 | $1,229-90.4% | $1,955-94.0% | $4,300-97.3% |
| Admin fee / account holder | $1,055 | $2,434-56.6% | $2,828-62.7% | $6,925-84.8% |