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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 | $40,917 | $75,832-46.0% | $147,617-72.3% | $59,633-31.4% |
| Participation rate | 57.5% | 71.6%-14.1pp | 84.6%-27.1pp | 68.7%-11.2pp |
| Annual return | -2.19% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,100 | $3,485-39.7% | $5,564-62.3% | $2,203-4.7% |
| Participant deferral / active EE | $730 | $3,131-76.7% | $4,895-85.1% | $3,192-77.1% |
| Admin fee / account holder | $821 | $5,986-86.3% | $11,612-92.9% | $4,297-80.9% |