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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 | $20,771 | $44,850-53.7% | $60,547-65.7% | $59,633-65.2% |
| Participation rate | 44.1% | 59.5%-15.4pp | 68.0%-23.8pp | 68.7%-24.6pp |
| Annual return | -1.52% | 1074.14%-1075.7pp | 335.64%-337.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $249 | $1,462-82.9% | $2,419-89.7% | $2,203-88.7% |
| Participant deferral / active EE | $700 | $2,230-68.6% | $3,328-79.0% | $3,192-78.1% |
| Admin fee / account holder | $335 | $3,635-90.8% | $4,536-92.6% | $4,297-92.2% |