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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 | $12,937 | $27,243-52.5% | $52,425-75.3% | $79,634-83.8% |
| Participation rate | 1.4% | 22.4%-21.0pp | 55.6%-54.2pp | 62.5%-61.1pp |
| Annual return | 18.02% | 63.36%-45.3pp | 302.12%-284.1pp | 36.46%-18.4pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $42 | $636-93.4% | $1,790-97.7% | $3,835-98.9% |
| Admin fee / account holder | $1,865 | $2,105-11.4% | $2,495-25.2% | $1,002+86.2% |