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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 | $40,100 | $168,635-76.2% | $147,617-72.8% | $125,389-68.0% |
| Participation rate | 27.3% | 88.8%-61.5pp | 84.6%-57.3pp | 83.2%-55.9pp |
| Annual return | -2.42% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,503 | $5,507-72.7% | $4,895-69.3% | $5,352-71.9% |
| Admin fee / account holder | $2,920 | $13,580-78.5% | $11,612-74.9% | $9,541-69.4% |