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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 | $17,651 | $59,116-70.1% | $86,438-79.6% | $68,486-74.2% |
| Participation rate | 22.8% | 75.2%-52.4pp | 80.3%-57.5pp | 67.9%-45.1pp |
| Annual return | -18.57% | -0.23%-18.3pp | 4397.19%-4415.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $701 | $5,902-88.1% | $6,952-89.9% | $4,028-82.6% |
| Admin fee / account holder | $836 | $5,639-85.2% | $6,733-87.6% | $5,404-84.5% |