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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 | $53,953 | $54,357-0.7% | $82,706-34.8% | $68,495-21.2% |
| Participation rate | 24.1% | 63.9%-39.8pp | 72.6%-48.4pp | 67.9%-43.8pp |
| Annual return | -3.26% | -13.67%+10.4pp | 701.76%-705.0pp | -7.84%+4.6pp |
| Employer contribution / active EE | $337 | $2,218-84.8% | $3,007-88.8% | $2,596-87.0% |
| Participant deferral / active EE | $573 | $3,246-82.3% | $4,394-87.0% | $4,028-85.8% |
| Admin fee / account holder | $527 | $4,396-88.0% | $5,329-90.1% | $5,403-90.2% |