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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 | $19,664 | $138,102-85.8% | $125,381-84.3% | $134,532-85.4% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -11.36% | 750.73%-762.1pp | 572.31%-583.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,123 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $1,942 | $7,801-75.1% | $7,448-73.9% | $6,401-69.7% |
| Admin fee / account holder | $10,983 | $11,568-5.1% | $10,007+9.8% | $11,429-3.9% |