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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 | $6,561 | $27,780-76.4% | $58,534-88.8% | $71,476-90.8% |
| Participation rate | 2.1% | 34.6%-32.5pp | 50.9%-48.8pp | 67.9%-65.8pp |
| Annual return | 14.89% | 26.82%-11.9pp | 4248.32%-4233.4pp | 28.85%-14.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,054-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $40 | $1,207-96.7% | $1,924-97.9% | $4,290-99.1% |
| Admin fee / account holder | $1,622 | $1,636-0.9% | $2,519-35.6% | $1,587+2.2% |