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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 | $19,287 | $138,102-86.0% | $125,381-84.6% | $134,532-85.7% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -19.57% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $978 | $5,245-81.3% | $4,815-79.7% | $4,741-79.4% |
| Participant deferral / active EE | $1,905 | $7,801-75.6% | $7,448-74.4% | $6,401-70.2% |
| Admin fee / account holder | $405 | $11,568-96.5% | $10,007-96.0% | $11,429-96.5% |