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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 | $117,303 | $180,462-35.0% | $154,111-23.9% | $135,379-13.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -7.41% | 888.17%-895.6pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $741 | $5,806-87.2% | $5,081-85.4% | $5,609-86.8% |
| Admin fee / account holder | $1,139 | $16,145-92.9% | $13,411-91.5% | $10,828-89.5% |