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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 | $47,771 | $67,352-29.1% | $60,899-21.6% | $134,509-64.5% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.1%-49.6pp | 81.2%-57.7pp |
| Annual return | -12.07% | 49.99%-62.1pp | 16.92%-29.0pp | 418.13%-430.2pp |
| Employer contribution / active EE | $2,362 | $3,098-23.7% | $2,702-12.6% | $4,741-50.2% |
| Participant deferral / active EE | $132 | $4,539-97.1% | $3,817-96.5% | $6,400-97.9% |
| Admin fee / account holder | $533 | $4,585-88.4% | $3,225-83.5% | $11,427-95.3% |