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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 | $30,343 | $56,431-46.2% | $130,788-76.8% | $87,485-65.3% |
| Participation rate | 5.6% | 58.9%-53.4pp | 70.1%-64.5pp | 68.9%-63.4pp |
| Annual return | 16.84% | 91.27%-74.4pp | 386.44%-369.6pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $430 | $2,749-84.4% | $4,137-89.6% | $4,274-89.9% |
| Admin fee / account holder | $5,925 | $4,433+33.7% | $6,673-11.2% | $7,775-23.8% |