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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 | $47,056 | $56,197-16.3% | $67,652-30.4% | $59,633-21.1% |
| Participation rate | 34.6% | 71.5%-36.9pp | 75.7%-41.1pp | 68.7%-34.1pp |
| Annual return | -1.94% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $961 | $2,844-66.2% | $3,560-73.0% | $3,192-69.9% |
| Admin fee / account holder | $544 | $3,958-86.3% | $4,821-88.7% | $4,297-87.3% |