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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 | $43,978 | $138,114-68.2% | $125,391-64.9% | $134,545-67.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.21% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,798 | $5,246-65.7% | $4,816-62.7% | $4,742-62.1% |
| Participant deferral / active EE | $2,321 | $7,801-70.2% | $7,448-68.8% | $6,401-63.7% |
| Admin fee / account holder | $889 | $11,570-92.3% | $10,009-91.1% | $11,431-92.2% |