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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 | $21,365 | $57,352-62.7% | $83,831-74.5% | $64,173-66.7% |
| Participation rate | 23.7% | 68.6%-44.9pp | 76.1%-52.5pp | 69.6%-45.9pp |
| Annual return | -8.25% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,049 | $2,993-65.0% | $4,082-74.3% | $3,470-69.8% |
| Admin fee / account holder | $726 | $4,046-82.1% | $5,479-86.7% | $4,887-85.1% |