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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 | $12,841 | $45,152-71.6% | $73,836-82.6% | $59,633-78.5% |
| Participation rate | 11.5% | 64.0%-52.5pp | 73.4%-62.0pp | 68.7%-57.2pp |
| Annual return | -1.25% | 27.40%-28.7pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $196 | $2,573-92.4% | $3,583-94.5% | $3,192-93.9% |
| Admin fee / account holder | $506 | $3,515-85.6% | $4,882-89.6% | $4,297-88.2% |