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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 | $22,827 | $59,140-61.4% | $160,037-85.7% | $66,949-65.9% |
| Participation rate | 29.6% | 68.1%-38.5pp | 78.0%-48.4pp | 69.8%-40.2pp |
| Annual return | -17.13% | -12.25%-4.9pp | 408.95%-426.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $878 | $1,982-55.7% | $4,226-79.2% | $2,545-65.5% |
| Participant deferral / active EE | $1,651 | $4,399-62.5% | $6,184-73.3% | $4,239-61.1% |
| Admin fee / account holder | $402 | $591-31.9% | $8,716-95.4% | $594-32.2% |