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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 | $91,525-7.8% | $130,026-35.1% | $75,181+12.2% |
| Participation rate | 47.2% | 71.4%-24.2pp | 78.5%-31.3pp | 67.2%-20.0pp |
| Annual return | 14.58% | -631.40%+646.0pp | -137.26%+151.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,581 | $2,844-9.2% | $4,321-40.3% | $2,671-3.3% |
| Participant deferral / active EE | $1,812 | $4,342-58.3% | $5,821-68.9% | $4,126-56.1% |
| Admin fee / account holder | $4,777 | $6,778-29.5% | $10,608-55.0% | $5,650-15.4% |