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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 | $30,880 | $92,766-66.7% | $82,763-62.7% | $134,545-77.0% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.9pp |
| Annual return | -19.22% | 946.97%-966.2pp | 702.45%-721.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $686 | $4,802-85.7% | $4,395-84.4% | $6,401-89.3% |
| Admin fee / account holder | $658 | $5,978-89.0% | $5,325-87.7% | $11,431-94.2% |