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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 | $52,049 | $94,529-44.9% | $140,019-62.8% | $64,173-18.9% |
| Participation rate | 10.1% | 84.1%-74.0pp | 87.5%-77.4pp | 69.6%-59.4pp |
| Annual return | -4.83% | 7.77%-12.6pp | 651.17%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $602 | $5,250-88.5% | $6,927-91.3% | $3,470-82.6% |
| Admin fee / account holder | $2,699 | $6,741-60.0% | $10,705-74.8% | $4,887-44.8% |