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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 | $19,547 | $138,102-85.8% | $125,381-84.4% | $134,532-85.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -17.82% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $308 | $7,801-96.1% | $7,448-95.9% | $6,401-95.2% |
| Admin fee / account holder | $765 | $11,568-93.4% | $10,007-92.4% | $11,429-93.3% |