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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 | $19,774 | $82,674-76.1% | $125,363-84.2% | $68,495-71.1% |
| Participation rate | 59.3% | 75.0%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,869 | $3,382+14.4% | $4,815-19.6% | $2,596+49.0% |
| Participant deferral / active EE | $1,759 | $6,111-71.2% | $7,447-76.4% | $4,028-56.3% |
| Admin fee / account holder | $759 | $6,276-87.9% | $10,005-92.4% | $5,403-86.0% |