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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 | $243,982 | $157,296+55.1% | $141,191+72.8% | $152,897+59.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 28.44% | 64.34%-35.9pp | 71.41%-43.0pp | 345.43%-317.0pp |
| Employer contribution / active EE | $2,244 | $5,262-57.4% | $4,736-52.6% | $4,764-52.9% |
| Participant deferral / active EE | $2,220 | $7,111-68.8% | $6,710-66.9% | $5,851-62.1% |
| Admin fee / account holder | $620 | $12,125-94.9% | $10,264-94.0% | $11,599-94.7% |