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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 | $40,127 | $180,462-77.8% | $154,111-74.0% | $135,379-70.4% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | -2.21% | 888.17%-890.4pp | 735.18%-737.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $2,945 | $6,036-51.2% | $5,298-44.4% | $4,779-38.4% |
| Participant deferral / active EE | $266 | $5,806-95.4% | $5,081-94.8% | $5,609-95.3% |
| Admin fee / account holder | $1,676 | $16,145-89.6% | $13,411-87.5% | $10,828-84.5% |