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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 | $92,684-62.7% | $82,706-58.2% | $134,509-74.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -12.76% | 945.84%-958.6pp | 701.76%-714.5pp | 418.13%-430.9pp |
| Employer contribution / active EE | $1,965 | $3,272-39.9% | $3,007-34.7% | $4,741-58.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $732 | $5,982-87.8% | $5,329-86.3% | $11,427-93.6% |