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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 | $66,188 | $138,076-52.1% | $123,553-46.4% | $135,380-51.1% |
| Participation rate | 40.9% | 84.7%-43.8pp | 82.3%-41.4pp | 82.6%-41.7pp |
| Annual return | -5.73% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $932 | $5,152-81.9% | $4,628-79.9% | $4,779-80.5% |
| Participant deferral / active EE | $2,009 | $6,800-70.5% | $6,426-68.7% | $5,609-64.2% |
| Admin fee / account holder | $707 | $10,917-93.5% | $9,284-92.4% | $10,828-93.5% |