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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 | $130,377 | $138,075-5.6% | $123,552+5.5% | $135,379-3.7% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -1.80% | 153.70%-155.5pp | 119.20%-121.0pp | 519.79%-521.6pp |
| Employer contribution / active EE | $922 | $5,152-82.1% | $4,628-80.1% | $4,779-80.7% |
| Participant deferral / active EE | $1,828 | $6,800-73.1% | $6,426-71.5% | $5,609-67.4% |
| Admin fee / account holder | $2,192 | $10,917-79.9% | $9,285-76.4% | $10,828-79.8% |