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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 | $85,624 | $95,975-10.8% | $74,549+14.9% | $135,379-36.8% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -5.67% | 56.96%-62.6pp | 32.53%-38.2pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $466 | $3,844-87.9% | $3,108-85.0% | $5,609-91.7% |
| Admin fee / account holder | $1,327 | $6,522-79.7% | $5,059-73.8% | $10,828-87.7% |