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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 | $37,813 | $65,704-42.5% | $94,229-59.9% | $59,633-36.6% |
| Participation rate | 64.0% | 72.1%-8.1pp | 78.8%-14.8pp | 68.7%-4.7pp |
| Annual return | -2.16% | 5.22%-7.4pp | 10.68%-12.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,306 | $3,143-58.4% | $4,320-69.8% | $3,192-59.1% |
| Admin fee / account holder | $1,088 | $4,265-74.5% | $6,269-82.6% | $4,297-74.7% |