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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 | $4,152 | $29,670-86.0% | $56,054-92.6% | $80,911-94.9% |
| Participation rate | 3.2% | 41.7%-38.5pp | 52.5%-49.3pp | 67.6%-64.5pp |
| Annual return | 17.73% | 35.24%-17.5pp | 1705.95%-1688.2pp | 35.63%-17.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $140 | $1,227-88.6% | $1,952-92.8% | $4,297-96.7% |
| Admin fee / account holder | $882 | $2,431-63.7% | $2,822-68.8% | $6,935-87.3% |