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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 | $66,148 | $138,072-52.1% | $123,549-46.5% | $135,382-51.1% |
| Participation rate | 31.6% | 84.7%-53.2pp | 82.3%-50.7pp | 82.6%-51.1pp |
| Annual return | -7.34% | 153.69%-161.0pp | 119.20%-126.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,708 | $6,799-74.9% | $6,426-73.4% | $5,609-69.5% |
| Admin fee / account holder | $4,458 | $10,917-59.2% | $9,284-52.0% | $10,829-58.8% |