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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 | $10,364 | $92,743-88.8% | $82,744-87.5% | $134,532-92.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -11.63% | 946.63%-958.3pp | 702.22%-713.9pp | 418.27%-429.9pp |
| Employer contribution / active EE | $1,557 | $3,273-52.4% | $3,008-48.2% | $4,741-67.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,463 | $5,977+75.0% | $5,325+96.5% | $11,429-8.5% |