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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 | $19,244 | $138,078-86.1% | $125,363-84.6% | $134,509-85.7% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -19.47% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,108 | $5,245-78.9% | $4,815-77.0% | $4,741-76.6% |
| Participant deferral / active EE | $2,093 | $7,800-73.2% | $7,447-71.9% | $6,400-67.3% |
| Admin fee / account holder | $390 | $11,566-96.6% | $10,005-96.1% | $11,427-96.6% |