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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 | $83,463 | $54,355+53.6% | $82,744+0.9% | $68,486+21.9% |
| Participation rate | 55.3% | 63.9%-8.6pp | 72.6%-17.2pp | 67.9%-12.6pp |
| Annual return | -16.70% | -13.67%-3.0pp | 702.22%-718.9pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,903 | $2,219+75.9% | $3,008+29.8% | $2,597+50.3% |
| Participant deferral / active EE | $401 | $3,246-87.6% | $4,395-90.9% | $4,028-90.0% |
| Admin fee / account holder | $398 | $4,397-90.9% | $5,325-92.5% | $5,404-92.6% |