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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 | $139,156 | $138,102+0.8% | $125,381+11.0% | $134,532+3.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -20.26% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,172 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $2,522 | $7,801-67.7% | $7,448-66.1% | $6,401-60.6% |
| Admin fee / account holder | $8,026 | $11,568-30.6% | $10,007-19.8% | $11,429-29.8% |