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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 | $53,574 | $154,209-65.3% | $130,062-58.8% | $139,487-61.6% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.5%-43.5pp | 80.3%-45.3pp |
| Annual return | 354.91% | 32.52%+322.4pp | -137.37%+492.3pp | 373.84%-18.9pp |
| Employer contribution / active EE | $1,181 | $5,292-77.7% | $4,322-72.7% | $4,755-75.2% |
| Participant deferral / active EE | $1,542 | $6,709-77.0% | $5,821-73.5% | $6,713-77.0% |
| Admin fee / account holder | $868 | $13,988-93.8% | $10,601-91.8% | $11,407-92.4% |