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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 | $56,975 | $73,863-22.9% | $143,797-60.4% | $68,490-16.8% |
| Participation rate | 24.1% | 66.7%-42.5pp | 80.3%-56.2pp | 67.9%-43.8pp |
| Annual return | 99.87% | 0.91%+99.0pp | -0.04%+99.9pp | -7.85%+107.7pp |
| Employer contribution / active EE | $1,400 | $3,185-56.0% | $4,952-71.7% | $2,597-46.1% |
| Participant deferral / active EE | $320 | $3,385-90.5% | $5,638-94.3% | $4,028-92.1% |
| Admin fee / account holder | $656 | $5,756-88.6% | $14,679-95.5% | $5,403-87.9% |