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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 | $247,831 | $53,546+362.8% | $69,884+254.6% | $68,486+261.9% |
| Participation rate | 8.8% | 64.5%-55.8pp | 70.5%-61.7pp | 67.9%-59.1pp |
| Annual return | -14.78% | -13.87%-0.9pp | 190.81%-205.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $511 | $2,019-74.7% | $2,560-80.0% | $2,597-80.3% |
| Participant deferral / active EE | $887 | $2,957-70.0% | $3,848-76.9% | $4,028-78.0% |
| Admin fee / account holder | $22,003 | $4,693+368.9% | $6,266+251.1% | $5,404+307.2% |