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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 | $144,542 | $138,102+4.7% | $125,381+15.3% | $134,532+7.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.26% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $3,197 | $5,245-39.1% | $4,815-33.6% | $4,741-32.6% |
| Participant deferral / active EE | $1,975 | $7,801-74.7% | $7,448-73.5% | $6,401-69.2% |
| Admin fee / account holder | $3,211 | $11,568-72.2% | $10,007-67.9% | $11,429-71.9% |