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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 | $70,353 | $55,449+26.9% | $83,831-16.1% | $56,289+25.0% |
| Participation rate | 28.4% | 68.0%-39.6pp | 76.1%-47.7pp | 69.9%-41.4pp |
| Annual return | -6.23% | -1.38%-4.8pp | 850.99%-857.2pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,513 | $2,430+85.7% | $3,631+24.3% | $2,111+113.8% |
| Participant deferral / active EE | $155 | $2,935-94.7% | $4,082-96.2% | $3,350-95.4% |
| Admin fee / account holder | $5,492 | $656+737.3% | $5,479+0.3% | $521+954.3% |