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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 | $22,814 | $82,674-72.4% | $125,363-81.8% | $68,495-66.7% |
| Participation rate | 23.2% | 75.0%-51.9pp | 82.4%-59.2pp | 67.9%-44.7pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $871 | $3,382-74.2% | $4,815-81.9% | $2,596-66.4% |
| Participant deferral / active EE | $2,179 | $6,111-64.3% | $7,447-70.7% | $4,028-45.9% |
| Admin fee / account holder | $3,593 | $6,276-42.8% | $10,005-64.1% | $5,403-33.5% |