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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 | $34,414 | $82,630-58.4% | $64,105-46.3% | $125,389-72.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | 0.17% | 1489.72%-1489.5pp | 791.24%-791.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $295 | $2,671-88.9% | $1,820-83.8% | $4,866-93.9% |
| Participant deferral / active EE | $768 | $3,608-78.7% | $2,822-72.8% | $5,352-85.6% |
| Admin fee / account holder | $1,298 | $6,382-79.7% | $4,499-71.2% | $9,541-86.4% |