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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 | $120,418 | $90,606+32.9% | $79,466+51.5% | $135,379-11.1% |
| Participation rate | 21.4% | 76.0%-54.6pp | 73.3%-51.9pp | 82.6%-61.2pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $156 | $3,068-94.9% | $2,800-94.4% | $4,779-96.7% |
| Participant deferral / active EE | $208 | $4,050-94.9% | $3,704-94.4% | $5,609-96.3% |
| Admin fee / account holder | $379 | $5,895-93.6% | $5,104-92.6% | $10,828-96.5% |