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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 | $97,769 | $138,078-29.2% | $125,363-22.0% | $134,509-27.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -15.80% | 750.49%-766.3pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $29,000 | $5,245+452.9% | $4,815+502.3% | $4,741+511.7% |
| Participant deferral / active EE | $1,500 | $7,800-80.8% | $7,447-79.9% | $6,400-76.6% |
| Admin fee / account holder | $25,307 | $11,566+118.8% | $10,005+152.9% | $11,427+121.5% |