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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 | $37,272 | $138,102-73.0% | $125,381-70.3% | $134,532-72.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.61% | 750.73%-765.3pp | 572.31%-586.9pp | 418.27%-432.9pp |
| Employer contribution / active EE | $4,957 | $5,245-5.5% | $4,815+2.9% | $4,741+4.5% |
| Participant deferral / active EE | $957 | $7,801-87.7% | $7,448-87.2% | $6,401-85.1% |
| Admin fee / account holder | $5,245 | $11,568-54.7% | $10,007-47.6% | $11,429-54.1% |