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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 | $114,084 | $102,382+11.4% | $147,005-22.4% | $80,874+41.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 16.95% | 134.89%-117.9pp | 418.76%-401.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,249 | $3,715-66.4% | $4,934-74.7% | $2,756-54.7% |
| Participant deferral / active EE | $2,327 | $6,646-65.0% | $8,070-71.2% | $4,297-45.9% |
| Admin fee / account holder | $2,041 | $7,942-74.3% | $13,006-84.3% | $6,935-70.6% |