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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 | $160,070-68.4% | $147,117-65.6% | $145,897-65.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,372 | $5,285-74.0% | $4,932-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $1,679 | $8,419-80.1% | $8,065-79.2% | $6,689-74.9% |
| Admin fee / account holder | $408 | $15,035-97.3% | $12,993-96.9% | $13,390-97.0% |