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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 | $94,808 | $95,979-1.2% | $74,551+27.2% | $135,380-30.0% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -2.90% | 56.97%-59.9pp | 32.53%-35.4pp | 519.81%-522.7pp |
| Employer contribution / active EE | $360 | $2,716-86.7% | $1,961-81.6% | $4,779-92.5% |
| Participant deferral / active EE | $720 | $3,844-81.3% | $3,108-76.8% | $5,609-87.2% |
| Admin fee / account holder | $57,055 | $6,522+774.8% | $5,059+1027.7% | $10,828+426.9% |