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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 | $83,848 | $59,116+41.8% | $86,438-3.0% | $68,486+22.4% |
| Participation rate | 34.3% | 75.2%-40.9pp | 80.3%-46.0pp | 67.9%-33.6pp |
| Annual return | -8.98% | -0.23%-8.8pp | 4397.19%-4406.2pp | -7.85%-1.1pp |
| Employer contribution / active EE | $1,188 | $2,519-52.8% | $3,769-68.5% | $2,597-54.3% |
| Participant deferral / active EE | $1,930 | $5,902-67.3% | $6,952-72.2% | $4,028-52.1% |
| Admin fee / account holder | $957 | $5,639-83.0% | $6,733-85.8% | $5,404-82.3% |