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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 | $137,891 | $138,076-0.1% | $123,553+11.6% | $135,380+1.9% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.44% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $908 | $5,152-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $1,898 | $6,800-72.1% | $6,426-70.5% | $5,609-66.2% |
| Admin fee / account holder | $3,364 | $10,917-69.2% | $9,284-63.8% | $10,828-68.9% |