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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 | $59,341 | $117,777-49.6% | $71,778-17.3% | $134,545-55.9% |
| Participation rate | 20.0% | 68.9%-48.9pp | 62.3%-42.3pp | 81.2%-61.2pp |
| Annual return | -15.73% | 25.46%-41.2pp | 9.15%-24.9pp | 418.37%-434.1pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $494 | $3,756-86.8% | $2,656-81.4% | $6,401-92.3% |
| Admin fee / account holder | $728 | $6,379-88.6% | $3,974-81.7% | $11,431-93.6% |