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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 | $90,127 | $180,462-50.1% | $154,111-41.5% | $135,379-33.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -3.93% | 888.17%-892.1pp | 735.18%-739.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $1,745 | $6,036-71.1% | $5,298-67.1% | $4,779-63.5% |
| Participant deferral / active EE | $553 | $5,806-90.5% | $5,081-89.1% | $5,609-90.1% |
| Admin fee / account holder | $21,075 | $16,145+30.5% | $13,411+57.1% | $10,828+94.6% |