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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 | $52,169 | $97,732-46.6% | $83,831-37.8% | $135,380-61.5% |
| Participation rate | 63.2% | 80.0%-16.8pp | 76.1%-13.0pp | 82.6%-19.5pp |
| Annual return | -8.75% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $4,938 | $4,222+17.0% | $3,631+36.0% | $4,779+3.3% |
| Participant deferral / active EE | $160 | $4,683-96.6% | $4,082-96.1% | $5,609-97.2% |
| Admin fee / account holder | $6,526 | $6,675-2.2% | $5,479+19.1% | $10,828-39.7% |