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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 | $34,536 | $92,743-62.8% | $82,744-58.3% | $134,532-74.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -12.76% | 946.63%-959.4pp | 702.22%-715.0pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,965 | $3,273-40.0% | $3,008-34.7% | $4,741-58.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $732 | $5,977-87.8% | $5,325-86.2% | $11,429-93.6% |