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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 | $135,794 | $108,942+24.6% | $100,415+35.2% | $145,897-6.9% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.8pp |
| Annual return | 0.00% | 58.27%-58.3pp | 49.47%-49.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $725 | $4,422-83.6% | $3,943-81.6% | $4,663-84.5% |
| Participant deferral / active EE | $1,892 | $8,461-77.6% | $8,091-76.6% | $6,689-71.7% |
| Admin fee / account holder | $74,700 | $9,702+670.0% | $7,906+844.9% | $13,390+457.9% |