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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 | $77,023 | $138,076-44.2% | $123,553-37.7% | $135,380-43.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -3.94% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $922 | $5,152-82.1% | $4,628-80.1% | $4,779-80.7% |
| Participant deferral / active EE | $1,103 | $6,800-83.8% | $6,426-82.8% | $5,609-80.3% |
| Admin fee / account holder | $17,880 | $10,917+63.8% | $9,284+92.6% | $10,828+65.1% |