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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 | $29,603 | $180,462-83.6% | $154,111-80.8% | $135,379-78.1% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -3.99% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $2,070 | $6,036-65.7% | $5,298-60.9% | $4,779-56.7% |
| Participant deferral / active EE | $1,535 | $5,806-73.6% | $5,081-69.8% | $5,609-72.6% |
| Admin fee / account holder | $4,864 | $16,145-69.9% | $13,411-63.7% | $10,828-55.1% |