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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 | $38,925 | $168,635-76.9% | $147,617-73.6% | $125,389-69.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.73% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-283.0pp |
| Employer contribution / active EE | $3,752 | $6,252-40.0% | $5,564-32.6% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,247 | $13,580-90.8% | $11,612-89.3% | $9,541-86.9% |