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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 | $42,623 | $56,197-24.2% | $67,652-37.0% | $59,633-28.5% |
| Participation rate | 26.8% | 71.5%-44.6pp | 75.7%-48.8pp | 68.7%-41.8pp |
| Annual return | -2.30% | 18508.10%-18510.4pp | 6625.40%-6627.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,117 | $2,844-60.7% | $3,560-68.6% | $3,192-65.0% |
| Admin fee / account holder | $849 | $3,958-78.5% | $4,821-82.4% | $4,297-80.2% |