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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 | $151,937 | $138,075+10.0% | $123,552+23.0% | $135,379+12.2% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -0.63% | 153.70%-154.3pp | 119.20%-119.8pp | 519.79%-520.4pp |
| Employer contribution / active EE | $1,020 | $5,152-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $2,135 | $6,800-68.6% | $6,426-66.8% | $5,609-61.9% |
| Admin fee / account holder | $2,451 | $10,917-77.5% | $9,285-73.6% | $10,828-77.4% |