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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 | $112,824 | $138,102-18.3% | $125,381-10.0% | $134,532-16.1% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -2.34% | 750.73%-753.1pp | 572.31%-574.6pp | 418.27%-420.6pp |
| Employer contribution / active EE | $1,130 | $5,245-78.5% | $4,815-76.5% | $4,741-76.2% |
| Participant deferral / active EE | $1,703 | $7,801-78.2% | $7,448-77.1% | $6,401-73.4% |
| Admin fee / account holder | $2,570 | $11,568-77.8% | $10,007-74.3% | $11,429-77.5% |