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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 | $27,379 | $75,832-63.9% | $147,617-81.5% | $59,633-54.1% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -0.68% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $849 | $3,485-75.6% | $5,564-84.7% | $2,203-61.4% |
| Participant deferral / active EE | $514 | $3,131-83.6% | $4,895-89.5% | $3,192-83.9% |
| Admin fee / account holder | $2,055 | $5,986-65.7% | $11,612-82.3% | $4,297-52.2% |