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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 | $15,951 | $54,357-70.7% | $82,706-80.7% | $68,495-76.7% |
| Participation rate | 47.5% | 63.9%-16.5pp | 72.6%-25.1pp | 67.9%-20.4pp |
| Annual return | -18.18% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $455 | $3,246-86.0% | $4,394-89.6% | $4,028-88.7% |
| Admin fee / account holder | $489 | $4,396-88.9% | $5,329-90.8% | $5,403-90.9% |