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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 | $28,599 | $45,566-37.2% | $64,105-55.4% | $59,633-52.0% |
| Participation rate | 31.8% | 60.2%-28.3pp | 68.2%-36.4pp | 68.7%-36.9pp |
| Annual return | -2.40% | 4.95%-7.4pp | 791.24%-793.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,486 | $934+59.1% | $1,820-18.3% | $2,203-32.5% |
| Participant deferral / active EE | $517 | $2,057-74.9% | $2,822-81.7% | $3,192-83.8% |
| Admin fee / account holder | $760 | $3,268-76.8% | $4,499-83.1% | $4,297-82.3% |