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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 | $34,449 | $91,536-62.4% | $130,062-73.5% | $75,177-54.2% |
| Participation rate | 34.7% | 71.5%-36.8pp | 78.5%-43.8pp | 67.2%-32.5pp |
| Annual return | 21.99% | -631.62%+653.6pp | -137.37%+159.4pp | 160.75%-138.8pp |
| Employer contribution / active EE | $916 | $2,845-67.8% | $4,322-78.8% | $2,671-65.7% |
| Participant deferral / active EE | $1,690 | $4,343-61.1% | $5,821-71.0% | $4,126-59.0% |
| Admin fee / account holder | $645 | $6,780-90.5% | $10,601-93.9% | $5,651-88.6% |