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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 | $35,704 | $93,117-61.7% | $77,096-53.7% | $134,532-73.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -20.80% | 62.67%-83.5pp | 42.35%-63.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $460 | $3,420-86.6% | $2,814-83.7% | $4,741-90.3% |
| Participant deferral / active EE | $653 | $5,241-87.6% | $4,429-85.3% | $6,401-89.8% |
| Admin fee / account holder | $12,626 | $6,948+81.7% | $5,428+132.6% | $11,429+10.5% |