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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 | $44,084 | $180,462-75.6% | $154,111-71.4% | $135,379-67.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -4.27% | 888.17%-892.4pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,863 | $6,036-52.6% | $5,298-46.0% | $4,779-40.1% |
| Participant deferral / active EE | $1,648 | $5,806-71.6% | $5,081-67.6% | $5,609-70.6% |
| Admin fee / account holder | $8,243 | $16,145-48.9% | $13,411-38.5% | $10,828-23.9% |