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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 | $233,469 | $135,645+72.1% | $110,243+111.8% | $135,380+72.5% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.8%-35.4pp | 82.6%-38.2pp |
| Annual return | -3.62% | 513.24%-516.9pp | 314.76%-318.4pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $160 | $5,507-97.1% | $4,672-96.6% | $5,609-97.1% |
| Admin fee / account holder | $4,167 | $11,458-63.6% | $8,548-51.3% | $10,828-61.5% |