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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 | $20,789 | $138,078-84.9% | $125,363-83.4% | $134,509-84.5% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -19.17% | 750.49%-769.7pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,163 | $5,245-77.8% | $4,815-75.8% | $4,741-75.5% |
| Participant deferral / active EE | $2,413 | $7,800-69.1% | $7,447-67.6% | $6,400-62.3% |
| Admin fee / account holder | $1,251 | $11,566-89.2% | $10,005-87.5% | $11,427-89.0% |