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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 | $23,003 | $44,850-48.7% | $60,547-62.0% | $59,633-61.4% |
| Participation rate | 18.2% | 59.5%-41.3pp | 68.0%-49.8pp | 68.7%-50.5pp |
| Annual return | -0.65% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $638 | $2,230-71.4% | $3,328-80.8% | $3,192-80.0% |
| Admin fee / account holder | $4,284 | $3,635+17.8% | $4,536-5.6% | $4,297-0.3% |