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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 | $111,055 | $138,076-19.6% | $123,553-10.1% | $135,380-18.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,063 | $5,152-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,150 | $6,800-83.1% | $6,426-82.1% | $5,609-79.5% |
| Admin fee / account holder | $1,008 | $10,917-90.8% | $9,284-89.1% | $10,828-90.7% |