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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 | $68,270 | $197,819-65.5% | $155,789-56.2% | $125,389-45.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -1.94% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $680 | $4,850-86.0% | $3,839-82.3% | $4,866-86.0% |
| Participant deferral / active EE | $880 | $5,631-84.4% | $4,798-81.7% | $5,352-83.6% |
| Admin fee / account holder | $371 | $9,544-96.1% | $7,477-95.0% | $9,541-96.1% |