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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 | $55,552 | $160,059-65.3% | $140,019-60.3% | $135,380-59.0% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -6.25% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,777 | $6,420-72.3% | $5,605-68.3% | $4,779-62.8% |
| Participant deferral / active EE | $2,445 | $7,641-68.0% | $6,927-64.7% | $5,609-56.4% |
| Admin fee / account holder | $3,336 | $13,328-75.0% | $10,705-68.8% | $10,828-69.2% |