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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 | $13,929 | $54,355-74.4% | $82,744-83.2% | $68,486-79.7% |
| Participation rate | 15.7% | 63.9%-48.2pp | 72.6%-56.9pp | 67.9%-52.2pp |
| Annual return | 70.52% | -13.67%+84.2pp | 702.22%-631.7pp | -7.85%+78.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $578 | $3,246-82.2% | $4,395-86.8% | $4,028-85.6% |
| Admin fee / account holder | $502 | $4,397-88.6% | $5,325-90.6% | $5,404-90.7% |