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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 | $18,319 | $39,798-54.0% | $67,704-72.9% | $59,633-69.3% |
| Participation rate | 31.4% | 57.4%-26.0pp | 67.5%-36.1pp | 68.7%-37.3pp |
| Annual return | 0.08% | 89.94%-89.9pp | 25.41%-25.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $664 | $2,335-71.5% | $3,585-81.5% | $3,192-79.2% |
| Admin fee / account holder | $694 | $3,212-78.4% | $4,255-83.7% | $4,297-83.9% |