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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 | $126,661+53.1% | $113,397+71.0% | $138,895+39.6% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 487.25% | 25.05%+462.2pp | 23.20%+464.1pp | 145.39%+341.9pp |
| Employer contribution / active EE | $1,191 | $3,456-65.6% | $2,977-60.0% | $4,194-71.6% |
| Participant deferral / active EE | $1,576 | $5,693-72.3% | $5,076-69.0% | $6,396-75.4% |
| Admin fee / account holder | $15,507 | $14,549+6.6% | $11,957+29.7% | $12,562+23.4% |