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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 | $23,701 | $93,589-74.7% | $135,942-82.6% | $75,181-68.5% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,540 | $3,537-56.5% | $4,858-68.3% | $2,671-42.3% |
| Participant deferral / active EE | $2,380 | $6,405-62.8% | $7,759-69.3% | $4,126-42.3% |
| Admin fee / account holder | $9,118 | $6,977+30.7% | $10,764-15.3% | $5,650+61.4% |