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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 | $45,641 | $138,072-66.9% | $123,549-63.1% | $135,382-66.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -4.94% | 153.69%-158.6pp | 119.20%-124.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,359 | $5,152-73.6% | $4,628-70.6% | $4,779-71.6% |
| Participant deferral / active EE | $1,652 | $6,799-75.7% | $6,426-74.3% | $5,609-70.6% |
| Admin fee / account holder | $1,246 | $10,917-88.6% | $9,284-86.6% | $10,829-88.5% |