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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 | $34,704 | $56,197-38.2% | $67,652-48.7% | $59,633-41.8% |
| Participation rate | 54.7% | 71.5%-16.8pp | 75.7%-21.0pp | 68.7%-14.0pp |
| Annual return | -0.28% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $455 | $1,615-71.8% | $2,266-79.9% | $2,203-79.3% |
| Participant deferral / active EE | $1,211 | $2,844-57.4% | $3,560-66.0% | $3,192-62.1% |
| Admin fee / account holder | $1,481 | $3,958-62.6% | $4,821-69.3% | $4,297-65.5% |