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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 | $203,971 | $176,572+15.5% | - | $137,256+48.6% |
| Participation rate | 55.6% | 75.1%-19.5pp | - | 80.0%-24.4pp |
| Annual return | 0.00% | 652.77%-652.8pp | - | 220.34%-220.3pp |
| Employer contribution / active EE | $521 | $5,055-89.7% | - | $4,156-87.5% |
| Participant deferral / active EE | $652 | $5,052-87.1% | - | $6,407-89.8% |
| Admin fee / account holder | $689 | $6,447-89.3% | - | $12,270-94.4% |