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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 | $175,919 | $90,607+94.2% | $79,467+121.4% | $135,380+29.9% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -6.83% | 977.74%-984.6pp | 718.30%-725.1pp | 519.81%-526.6pp |
| Employer contribution / active EE | $195 | $3,068-93.6% | $2,800-93.0% | $4,779-95.9% |
| Participant deferral / active EE | $492 | $4,050-87.9% | $3,704-86.7% | $5,609-91.2% |
| Admin fee / account holder | $1,006 | $5,895-82.9% | $5,104-80.3% | $10,828-90.7% |