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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 | $18,752 | $138,114-86.4% | $125,391-85.0% | $134,545-86.1% |
| Participation rate | 35.0% | 84.5%-49.5pp | 82.4%-47.4pp | 81.2%-46.2pp |
| Annual return | -15.67% | 750.88%-766.6pp | 572.41%-588.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,240 | $7,801-84.1% | $7,448-83.4% | $6,401-80.6% |
| Admin fee / account holder | $429 | $11,570-96.3% | $10,009-95.7% | $11,431-96.2% |