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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 | $28,077 | $138,078-79.7% | $125,363-77.6% | $134,509-79.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -5.82% | 750.49%-756.3pp | 572.15%-578.0pp | 418.13%-424.0pp |
| Employer contribution / active EE | $4,995 | $5,245-4.8% | $4,815+3.7% | $4,741+5.4% |
| Participant deferral / active EE | $2,505 | $7,800-67.9% | $7,447-66.4% | $6,400-60.9% |
| Admin fee / account holder | $1,050 | $11,566-90.9% | $10,005-89.5% | $11,427-90.8% |