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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 | $17,048 | $138,114-87.7% | $125,391-86.4% | $134,545-87.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.85% | 750.88%-769.7pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,284 | $5,246-75.5% | $4,816-73.3% | $4,742-72.9% |
| Participant deferral / active EE | $2,134 | $7,801-72.6% | $7,448-71.4% | $6,401-66.7% |
| Admin fee / account holder | $547 | $11,570-95.3% | $10,009-94.5% | $11,431-95.2% |