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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 | $122,924 | $84,697+45.1% | $73,845+66.5% | $125,393-2.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -0.21% | 3123.66%-3123.9pp | 2267.91%-2268.1pp | 282.23%-282.4pp |
| Employer contribution / active EE | $14,139 | $3,123+352.7% | $2,788+407.2% | $4,866+190.6% |
| Participant deferral / active EE | $486 | $3,993-87.8% | $3,583-86.4% | $5,351-90.9% |
| Admin fee / account holder | $1,449 | $5,692-74.5% | $4,881-70.3% | $9,541-84.8% |