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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 | $57,714 | $52,519+9.9% | $155,789-63.0% | $59,633-3.2% |
| Participation rate | 38.7% | 61.7%-23.0pp | 76.1%-37.4pp | 68.7%-30.0pp |
| Annual return | -2.51% | 53.51%-56.0pp | 71.54%-74.0pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $649 | $1,589-59.2% | $3,839-83.1% | $2,203-70.5% |
| Participant deferral / active EE | $894 | $3,084-71.0% | $4,798-81.4% | $3,192-72.0% |
| Admin fee / account holder | $678 | $3,540-80.8% | $7,477-90.9% | $4,297-84.2% |