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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 | $56,246 | $99,668-43.6% | $86,451-34.9% | $134,545-58.2% |
| Participation rate | 68.8% | 82.1%-13.3pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -15.70% | 6789.61%-6805.3pp | 4398.51%-4414.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,027 | $4,403-76.7% | $3,770-72.8% | $4,742-78.4% |
| Participant deferral / active EE | $1,711 | $7,249-76.4% | $6,953-75.4% | $6,401-73.3% |
| Admin fee / account holder | $2,680 | $8,377-68.0% | $6,734-60.2% | $11,431-76.6% |