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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 | $35,037 | $91,525-61.7% | $130,026-73.1% | $75,181-53.4% |
| Participation rate | 43.5% | 71.4%-28.0pp | 78.5%-35.0pp | 67.2%-23.7pp |
| Annual return | 17.93% | -631.40%+649.3pp | -137.26%+155.2pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,012 | $2,844-64.4% | $4,321-76.6% | $2,671-62.1% |
| Participant deferral / active EE | $1,461 | $4,342-66.3% | $5,821-74.9% | $4,126-64.6% |
| Admin fee / account holder | $2,654 | $6,778-60.8% | $10,608-75.0% | $5,650-53.0% |