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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 | $25,775 | $97,732-73.6% | $83,831-69.3% | $135,380-81.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -5.65% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,187 | $4,683-74.6% | $4,082-70.9% | $5,609-78.8% |
| Admin fee / account holder | $805 | $6,675-87.9% | $5,479-85.3% | $10,828-92.6% |