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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 | $15,685 | $29,507-46.8% | $56,025-72.0% | $77,762-79.8% |
| Participation rate | 4.6% | 32.7%-28.1pp | 52.5%-47.9pp | 70.6%-66.0pp |
| Annual return | 15.78% | 18.90%-3.1pp | 1712.69%-1696.9pp | 31.27%-15.5pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $271 | $1,062-74.5% | $1,955-86.1% | $4,651-94.2% |
| Admin fee / account holder | $3,507 | $1,041+237.0% | $2,828+24.0% | $433+710.1% |