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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 | $65,075 | $106,749-39.0% | $145,433-55.3% | $82,448-21.1% |
| Participation rate | 46.2% | 75.6%-29.5pp | 82.1%-36.0pp | 68.1%-21.9pp |
| Annual return | 184.74% | 27.59%+157.1pp | 66.58%+118.2pp | 41.64%+143.1pp |
| Employer contribution / active EE | $1,001 | $3,444-70.9% | $4,554-78.0% | $2,551-60.8% |
| Participant deferral / active EE | $934 | $6,519-85.7% | $7,897-88.2% | $4,139-77.4% |
| Admin fee / account holder | $20,295 | $8,390+141.9% | $13,129+54.6% | $7,234+180.5% |