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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 | $6,514 | $29,716-78.1% | $56,077-88.4% | $80,925-92.0% |
| Participation rate | 4.2% | 41.7%-37.5pp | 52.5%-48.3pp | 67.7%-63.4pp |
| Annual return | 12.30% | 35.30%-23.0pp | 1709.28%-1697.0pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $61 | $1,228-95.0% | $1,954-96.9% | $4,299-98.6% |
| Admin fee / account holder | $1,326 | $2,432-45.5% | $2,825-53.0% | $6,940-80.9% |