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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 | $36,004 | $134,001-73.1% | $112,258-67.9% | $134,509-73.2% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.1%-52.8pp | 81.2%-59.0pp |
| Annual return | -16.10% | 47.15%-63.3pp | 27.47%-43.6pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,269 | $5,291-76.0% | $4,728-73.2% | $6,400-80.2% |
| Admin fee / account holder | $93,566 | $7,491+1149.1% | $6,411+1359.4% | $11,427+718.8% |