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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 | $2,721 | $29,319-90.7% | $52,425-94.8% | $82,448-96.7% |
| Participation rate | 17.4% | 46.9%-29.5pp | 55.6%-38.2pp | 68.1%-50.7pp |
| Annual return | 24.51% | 535.20%-510.7pp | 302.12%-277.6pp | 41.64%-17.1pp |
| Employer contribution / active EE | $145 | $586-75.3% | $914-84.2% | $2,551-94.3% |
| Participant deferral / active EE | $174 | $1,171-85.2% | $1,790-90.3% | $4,139-95.8% |
| Admin fee / account holder | $300 | $1,962-84.7% | $2,495-88.0% | $7,234-95.8% |