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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 | $33,706 | $138,075-75.6% | $123,552-72.7% | $135,379-75.1% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $964 | $5,152-81.3% | $4,628-79.2% | $4,779-79.8% |
| Participant deferral / active EE | $2,062 | $6,800-69.7% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $496 | $10,917-95.5% | $9,285-94.7% | $10,828-95.4% |