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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 | $28,549 | $82,674-65.5% | $125,363-77.2% | $68,495-58.3% |
| Participation rate | 55.0% | 75.0%-20.0pp | 82.4%-27.4pp | 67.9%-12.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,043 | $3,382-69.2% | $4,815-78.3% | $2,596-59.8% |
| Participant deferral / active EE | $2,234 | $6,111-63.4% | $7,447-70.0% | $4,028-44.5% |
| Admin fee / account holder | $1,601 | $6,276-74.5% | $10,005-84.0% | $5,403-70.4% |