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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 | $26,820 | $93,117-71.2% | $77,096-65.2% | $134,532-80.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -17.23% | 62.67%-79.9pp | 42.35%-59.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $6,500 | $3,420+90.0% | $2,814+131.0% | $4,741+37.1% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $381 | $6,948-94.5% | $5,428-93.0% | $11,429-96.7% |