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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 | $2,852 | $51,638-94.5% | $68,368-95.8% | $82,448-96.5% |
| Participation rate | 16.1% | 63.6%-47.5pp | 73.8%-57.6pp | 68.1%-51.9pp |
| Annual return | 36.78% | 37.53%-0.8pp | 292.57%-255.8pp | 41.64%-4.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $490 | $2,914-83.2% | $4,123-88.1% | $4,139-88.2% |
| Admin fee / account holder | $438 | $4,643-90.6% | $5,150-91.5% | $7,234-93.9% |