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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 | $99,220 | $92,766+7.0% | $82,763+19.9% | $134,545-26.3% |
| Participation rate | 27.8% | 75.2%-47.4pp | 72.6%-44.8pp | 81.2%-53.5pp |
| Annual return | -16.32% | 946.97%-963.3pp | 702.45%-718.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $742 | $3,273-77.3% | $3,008-75.4% | $4,742-84.4% |
| Participant deferral / active EE | $757 | $4,802-84.2% | $4,395-82.8% | $6,401-88.2% |
| Admin fee / account holder | $3,307 | $5,978-44.7% | $5,325-37.9% | $11,431-71.1% |