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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 | $55,446+230.8% | $155,574+17.9% | $74,429+146.4% |
| Participation rate | 9.8% | 61.9%-52.1pp | 78.2%-68.4pp | 67.2%-57.4pp |
| Annual return | 37.55% | 269.20%-231.6pp | 64.87%-27.3pp | 1368.38%-1330.8pp |
| Employer contribution / active EE | $372 | $2,266-83.6% | $4,676-92.0% | $2,625-85.8% |
| Participant deferral / active EE | $393 | $2,836-86.1% | $5,629-93.0% | $4,348-91.0% |
| Admin fee / account holder | $1,171 | $1,743-32.8% | $15,914-92.6% | $1,944-39.8% |