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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 | $8,263 | $29,507-72.0% | $56,025-85.3% | $77,762-89.4% |
| Participation rate | 2.1% | 32.7%-30.6pp | 52.5%-50.4pp | 70.6%-68.5pp |
| Annual return | 12.71% | 18.90%-6.2pp | 1712.69%-1700.0pp | 31.27%-18.6pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $55 | $1,062-94.8% | $1,955-97.2% | $4,651-98.8% |
| Admin fee / account holder | $535 | $1,041-48.6% | $2,828-81.1% | $433+23.6% |