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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 | $162,747 | $95,975+69.6% | $74,549+118.3% | $135,379+20.2% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -0.14% | 56.96%-57.1pp | 32.53%-32.7pp | 519.79%-519.9pp |
| Employer contribution / active EE | $536 | $2,716-80.3% | $1,961-72.6% | $4,779-88.8% |
| Participant deferral / active EE | $648 | $3,844-83.2% | $3,108-79.2% | $5,609-88.5% |
| Admin fee / account holder | $1,433 | $6,522-78.0% | $5,059-71.7% | $10,828-86.8% |