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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 | $78,965 | $138,076-42.8% | $123,553-36.1% | $135,380-41.7% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.06% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,025 | $5,152-80.1% | $4,628-77.8% | $4,779-78.5% |
| Participant deferral / active EE | $2,033 | $6,800-70.1% | $6,426-68.4% | $5,609-63.8% |
| Admin fee / account holder | $2,207 | $10,917-79.8% | $9,284-76.2% | $10,828-79.6% |