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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 | $21,375 | $56,197-62.0% | $67,652-68.4% | $59,633-64.2% |
| Participation rate | 18.4% | 71.5%-53.1pp | 75.7%-57.3pp | 68.7%-50.3pp |
| Annual return | -1.93% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $421 | $1,615-73.9% | $2,266-81.4% | $2,203-80.9% |
| Participant deferral / active EE | $976 | $2,844-65.7% | $3,560-72.6% | $3,192-69.4% |
| Admin fee / account holder | $2,142 | $3,958-45.9% | $4,821-55.6% | $4,297-50.2% |