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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 | $193,859 | $124,425+55.8% | $112,040+73.0% | $137,256+41.2% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 487.25% | 24.72%+462.5pp | 24.52%+462.7pp | 220.34%+266.9pp |
| Employer contribution / active EE | $1,191 | $3,411-65.1% | $2,954-59.7% | $4,156-71.4% |
| Participant deferral / active EE | $1,576 | $5,718-72.4% | $5,098-69.1% | $6,407-75.4% |
| Admin fee / account holder | $15,507 | $15,207+2.0% | $12,098+28.2% | $12,270+26.4% |