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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 | $50,110 | $138,102-63.7% | $125,381-60.0% | $134,532-62.8% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -15.49% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,307 | $5,245-75.1% | $4,815-72.9% | $4,741-72.4% |
| Participant deferral / active EE | $1,406 | $7,801-82.0% | $7,448-81.1% | $6,401-78.0% |
| Admin fee / account holder | $473 | $11,568-95.9% | $10,007-95.3% | $11,429-95.9% |