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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 | $71,422 | $82,630-13.6% | $64,105+11.4% | $125,393-43.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -0.55% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.23%-282.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $720 | $3,608-80.0% | $2,822-74.5% | $5,351-86.5% |
| Admin fee / account holder | $2,106 | $6,382-67.0% | $4,499-53.2% | $9,541-77.9% |