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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 | $62,018 | $92,766-33.1% | $82,763-25.1% | $134,545-53.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -9.95% | 946.97%-956.9pp | 702.45%-712.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $8,333 | $3,273+154.6% | $3,008+177.0% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,212 | $5,978-79.7% | $5,325-77.2% | $11,431-89.4% |