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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 | $50,547 | $159,934-68.4% | $147,005-65.6% | $145,959-65.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,372 | $5,287-74.0% | $4,934-72.2% | $4,661-70.6% |
| Participant deferral / active EE | $1,679 | $8,427-80.1% | $8,070-79.2% | $6,689-74.9% |
| Admin fee / account holder | $408 | $15,053-97.3% | $13,006-96.9% | $13,398-97.0% |