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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 | $18,760 | $138,078-86.4% | $125,363-85.0% | $134,509-86.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.88% | 750.49%-769.4pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $2,867 | $5,245-45.3% | $4,815-40.4% | $4,741-39.5% |
| Participant deferral / active EE | $1,759 | $7,800-77.4% | $7,447-76.4% | $6,400-72.5% |
| Admin fee / account holder | $3,096 | $11,566-73.2% | $10,005-69.1% | $11,427-72.9% |