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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 | $96,079 | $91,525+5.0% | $130,026-26.1% | $75,181+27.8% |
| Participation rate | 24.2% | 71.4%-47.2pp | 78.5%-54.3pp | 67.2%-43.0pp |
| Annual return | 4698.87% | -631.40%+5330.3pp | -137.26%+4836.1pp | 160.69%+4538.2pp |
| Employer contribution / active EE | $788 | $2,844-72.3% | $4,321-81.8% | $2,671-70.5% |
| Participant deferral / active EE | $1,049 | $4,342-75.8% | $5,821-82.0% | $4,126-74.6% |
| Admin fee / account holder | $417 | $6,778-93.9% | $10,608-96.1% | $5,650-92.6% |