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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 | $31,437 | $84,493-62.8% | $125,381-74.9% | $66,938-53.0% |
| Participation rate | 19.8% | 76.4%-56.6pp | 82.4%-62.5pp | 69.8%-50.0pp |
| Annual return | -6.25% | -8.49%+2.2pp | 572.31%-578.6pp | 1.58%-7.8pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,737 | $6,783-74.4% | $7,448-76.7% | $4,238-59.0% |
| Admin fee / account holder | $457 | $685-33.3% | $10,007-95.4% | $594-23.1% |