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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 | $35,201 | $91,525-61.5% | $130,026-72.9% | $75,181-53.2% |
| Participation rate | 45.6% | 71.4%-25.9pp | 78.5%-32.9pp | 67.2%-21.6pp |
| Annual return | 55.80% | -631.40%+687.2pp | -137.26%+193.1pp | 160.69%-104.9pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,654 | $4,342-61.9% | $5,821-71.6% | $4,126-59.9% |
| Admin fee / account holder | $1,546 | $6,778-77.2% | $10,608-85.4% | $5,650-72.6% |