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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 | $30,960 | $88,603-65.1% | $69,890-55.7% | $134,545-77.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -17.28% | 442.93%-460.2pp | 190.84%-208.1pp | 418.37%-435.7pp |
| Employer contribution / active EE | $557 | $3,236-82.8% | $2,560-78.2% | $4,742-88.3% |
| Participant deferral / active EE | $80 | $4,771-98.3% | $3,848-97.9% | $6,401-98.8% |
| Admin fee / account holder | $3,056 | $10,443-70.7% | $6,267-51.2% | $11,431-73.3% |