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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 | $94,145 | $152,592-38.3% | $125,180-24.8% | $152,885-38.4% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $769 | $5,868-86.9% | $4,937-84.4% | $5,851-86.9% |
| Admin fee / account holder | $320 | $13,435-97.6% | $9,703-96.7% | $11,598-97.2% |