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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 | $14,168 | $44,850-68.4% | $60,547-76.6% | $59,633-76.2% |
| Participation rate | 31.3% | 59.5%-28.1pp | 68.0%-36.6pp | 68.7%-37.3pp |
| Annual return | -1.03% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $432 | $1,462-70.5% | $2,419-82.1% | $2,203-80.4% |
| Participant deferral / active EE | $641 | $2,230-71.2% | $3,328-80.7% | $3,192-79.9% |
| Admin fee / account holder | $2,111 | $3,635-41.9% | $4,536-53.5% | $4,297-50.9% |