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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 | $183,408 | $55,470+230.6% | $155,556+17.9% | $74,478+146.3% |
| Participation rate | 9.8% | 61.9%-52.1pp | 78.2%-68.4pp | 67.2%-57.4pp |
| Annual return | 37.55% | 269.80%-232.2pp | 64.84%-27.3pp | 1370.56%-1333.0pp |
| Employer contribution / active EE | $372 | $2,267-83.6% | $4,675-92.0% | $2,626-85.8% |
| Participant deferral / active EE | $393 | $2,838-86.2% | $5,631-93.0% | $4,350-91.0% |
| Admin fee / account holder | $1,171 | $1,744-32.9% | $15,885-92.6% | $1,946-39.8% |