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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 | $24,973 | $45,566-45.2% | $64,105-61.0% | $59,633-58.1% |
| Participation rate | 32.1% | 60.2%-28.0pp | 68.2%-36.0pp | 68.7%-36.5pp |
| Annual return | -1.35% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $659 | $934-29.5% | $1,820-63.8% | $2,203-70.1% |
| Participant deferral / active EE | $816 | $2,057-60.3% | $2,822-71.1% | $3,192-74.4% |
| Admin fee / account holder | $4,445 | $3,268+36.0% | $4,499-1.2% | $4,297+3.4% |