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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 | $137,049 | $110,337+24.2% | $102,383+33.9% | $145,877-6.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 139.70% | 24.83%+114.9pp | 24.94%+114.8pp | 551.28%-411.6pp |
| Employer contribution / active EE | $1,900 | $4,216-54.9% | $3,870-50.9% | $4,663-59.3% |
| Participant deferral / active EE | $500 | $5,621-91.1% | $5,060-90.1% | $6,691-92.5% |
| Admin fee / account holder | $21,947 | $9,750+125.1% | $8,391+161.5% | $13,402+63.8% |