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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 | $43,376 | $168,636-74.3% | $147,617-70.6% | $125,393-65.4% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.25% | 77.65%-77.9pp | 61.98%-62.2pp | 282.23%-282.5pp |
| Employer contribution / active EE | $1,587 | $6,252-74.6% | $5,565-71.5% | $4,866-67.4% |
| Participant deferral / active EE | $1,742 | $5,507-68.4% | $4,895-64.4% | $5,351-67.4% |
| Admin fee / account holder | $1,225 | $13,580-91.0% | $11,611-89.5% | $9,541-87.2% |