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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 | $77,085 | $97,732-21.1% | $83,831-8.0% | $135,380-43.1% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -4.69% | 1287.56%-1292.2pp | 850.99%-855.7pp | 519.81%-524.5pp |
| Employer contribution / active EE | $879 | $4,222-79.2% | $3,631-75.8% | $4,779-81.6% |
| Participant deferral / active EE | $10 | $4,683-99.8% | $4,082-99.7% | $5,609-99.8% |
| Admin fee / account holder | $1,097 | $6,675-83.6% | $5,479-80.0% | $10,828-89.9% |