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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 | $29,546-72.0% | $56,441-85.4% | $77,671-89.4% |
| Participation rate | 2.1% | 32.7%-30.6pp | 52.5%-50.4pp | 70.6%-68.5pp |
| Annual return | 12.71% | 19.01%-6.3pp | 1704.21%-1691.5pp | 31.21%-18.5pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $55 | $1,061-94.8% | $1,953-97.2% | $4,648-98.8% |
| Admin fee / account holder | $535 | $1,046-48.8% | $2,829-81.1% | $430+24.3% |