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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 | $34,867 | $138,114-74.8% | $125,391-72.2% | $134,545-74.1% |
| Participation rate | 21.1% | 84.5%-63.4pp | 82.4%-61.3pp | 81.2%-60.2pp |
| Annual return | -15.91% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $553 | $7,801-92.9% | $7,448-92.6% | $6,401-91.4% |
| Admin fee / account holder | $908 | $11,570-92.2% | $10,009-90.9% | $11,431-92.1% |