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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 | $19,150 | $99,644-80.8% | $86,438-77.8% | $134,532-85.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.55% | 6787.26%-6806.8pp | 4397.19%-4416.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,114 | $4,402-74.7% | $3,769-70.4% | $4,741-76.5% |
| Participant deferral / active EE | $2,238 | $7,247-69.1% | $6,952-67.8% | $6,401-65.0% |
| Admin fee / account holder | $342 | $8,375-95.9% | $6,733-94.9% | $11,429-97.0% |