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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 | $19,741 | $75,828-74.0% | $147,617-86.6% | $59,632-66.9% |
| Participation rate | 61.3% | 71.6%-10.2pp | 84.6%-23.3pp | 68.7%-7.3pp |
| Annual return | -1.05% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $550 | $3,485-84.2% | $5,565-90.1% | $2,203-75.0% |
| Participant deferral / active EE | $593 | $3,130-81.0% | $4,895-87.9% | $3,192-81.4% |
| Admin fee / account holder | $1,411 | $5,985-76.4% | $11,611-87.8% | $4,297-67.2% |