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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 | $18,201 | $92,743-80.4% | $82,744-78.0% | $134,532-86.5% |
| Participation rate | 34.8% | 75.2%-40.4pp | 72.6%-37.8pp | 81.2%-46.4pp |
| Annual return | -15.46% | 946.63%-962.1pp | 702.22%-717.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $617 | $3,273-81.1% | $3,008-79.5% | $4,741-87.0% |
| Participant deferral / active EE | $939 | $4,802-80.4% | $4,395-78.6% | $6,401-85.3% |
| Admin fee / account holder | $961 | $5,977-83.9% | $5,325-82.0% | $11,429-91.6% |