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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 | $120,704 | $160,059-24.6% | $140,019-13.8% | $135,380-10.8% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.5%-22.8pp | 82.6%-17.9pp |
| Annual return | -5.99% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,727 | $6,420-73.1% | $5,605-69.2% | $4,779-63.9% |
| Participant deferral / active EE | $2,355 | $7,641-69.2% | $6,927-66.0% | $5,609-58.0% |
| Admin fee / account holder | $3,243 | $13,328-75.7% | $10,705-69.7% | $10,828-70.0% |