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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 | $91,269 | $27,632+230.3% | $61,399+48.6% | $68,495+33.2% |
| Participation rate | 7.0% | 39.5%-32.5pp | 52.6%-45.6pp | 67.9%-60.9pp |
| Annual return | -14.56% | -13.24%-1.3pp | 338.81%-353.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $159 | $1,264-87.4% | $2,124-92.5% | $4,028-96.1% |
| Admin fee / account holder | $1,548 | $2,010-23.0% | $2,131-27.4% | $5,403-71.4% |