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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 | $28,607 | $56,197-49.1% | $67,652-57.7% | $59,633-52.0% |
| Participation rate | 23.4% | 71.5%-48.0pp | 75.7%-52.2pp | 68.7%-45.2pp |
| Annual return | -0.10% | 18508.10%-18508.2pp | 6625.40%-6625.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $281 | $2,844-90.1% | $3,560-92.1% | $3,192-91.2% |
| Admin fee / account holder | $2,190 | $3,958-44.7% | $4,821-54.6% | $4,297-49.0% |