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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 | $84,343 | $91,537-7.9% | $130,045-35.1% | $75,173+12.2% |
| Participation rate | 47.2% | 71.5%-24.2pp | 78.5%-31.3pp | 67.2%-20.0pp |
| Annual return | 14.58% | -631.55%+646.1pp | -137.30%+151.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $2,581 | $2,845-9.3% | $4,321-40.3% | $2,671-3.4% |
| Participant deferral / active EE | $1,812 | $4,343-58.3% | $5,820-68.9% | $4,126-56.1% |
| Admin fee / account holder | $4,777 | $6,780-29.5% | $10,600-54.9% | $5,651-15.5% |