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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 | $215,396 | $78,694+173.7% | $67,653+218.4% | $125,388+71.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -1.94% | 9.46%-11.4pp | 6625.22%-6627.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $270 | $4,292-93.7% | $3,560-92.4% | $5,352-94.9% |
| Admin fee / account holder | $43,555 | $7,403+488.4% | $4,821+803.4% | $9,541+356.5% |