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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 | $25,674 | $92,743-72.3% | $82,744-69.0% | $134,532-80.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -10.59% | 946.63%-957.2pp | 702.22%-712.8pp | 418.27%-428.9pp |
| Employer contribution / active EE | $3,348 | $3,273+2.3% | $3,008+11.3% | $4,741-29.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24,425 | $5,977+308.6% | $5,325+358.7% | $11,429+113.7% |