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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 | $9,464 | $49,896-81.0% | $80,627-88.3% | $75,173-87.4% |
| Participation rate | 15.4% | 55.3%-39.9pp | 67.0%-51.6pp | 67.2%-51.8pp |
| Annual return | 27.70% | 34.67%-7.0pp | 936.76%-909.1pp | 160.72%-133.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $589 | $2,992-80.3% | $4,443-86.8% | $4,126-85.7% |
| Admin fee / account holder | $469 | $3,578-86.9% | $5,381-91.3% | $5,651-91.7% |