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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 | $44,370 | $138,075-67.9% | $123,552-64.1% | $135,379-67.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.23% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,730 | $5,152-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $2,202 | $6,800-67.6% | $6,426-65.7% | $5,609-60.7% |
| Admin fee / account holder | $2,350 | $10,917-78.5% | $9,285-74.7% | $10,828-78.3% |