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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 | $21,430 | $138,068-84.5% | $125,358-82.9% | $134,493-84.1% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -17.78% | 750.30%-768.1pp | 572.03%-589.8pp | 418.01%-435.8pp |
| Employer contribution / active EE | $1,242 | $5,244-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $1,787 | $7,799-77.1% | $7,447-76.0% | $6,400-72.1% |
| Admin fee / account holder | $427 | $11,568-96.3% | $10,007-95.7% | $11,425-96.3% |