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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 | $59,908 | $95,915-37.5% | $79,580-24.7% | $134,532-55.5% |
| Participation rate | 57.9% | 75.0%-17.1pp | 69.5%-11.6pp | 81.2%-23.3pp |
| Annual return | -19.81% | -2.71%-17.1pp | 0.15%-20.0pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $376 | $4,693-92.0% | $3,985-90.6% | $6,401-94.1% |
| Admin fee / account holder | $594 | $9,132-93.5% | $6,835-91.3% | $11,429-94.8% |