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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 | $25,911 | $138,078-81.2% | $125,363-79.3% | $134,509-80.7% |
| Participation rate | 15.0% | 84.5%-69.5pp | 82.4%-67.4pp | 81.2%-66.2pp |
| Annual return | -18.65% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,158 | $7,800-72.3% | $7,447-71.0% | $6,400-66.3% |
| Admin fee / account holder | $3,577 | $11,566-69.1% | $10,005-64.2% | $11,427-68.7% |