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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 | $28,064 | $138,102-79.7% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.09% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $1,122 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $2,515 | $7,801-67.8% | $7,448-66.2% | $6,401-60.7% |
| Admin fee / account holder | $646 | $11,568-94.4% | $10,007-93.5% | $11,429-94.3% |