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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 | $33,340 | $75,832-56.0% | $147,617-77.4% | $59,633-44.1% |
| Participation rate | 39.0% | 71.6%-32.5pp | 84.6%-45.6pp | 68.7%-29.6pp |
| Annual return | -1.34% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $427 | $3,485-87.8% | $5,564-92.3% | $2,203-80.6% |
| Participant deferral / active EE | $433 | $3,131-86.2% | $4,895-91.2% | $3,192-86.4% |
| Admin fee / account holder | $1,680 | $5,986-71.9% | $11,612-85.5% | $4,297-60.9% |