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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 | $229,961 | $190,879+20.5% | $160,009+43.7% | $134,532+70.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.76% | 552.63%-571.4pp | 408.85%-427.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,082 | $4,995-78.3% | $4,225-74.4% | $4,741-77.2% |
| Participant deferral / active EE | $1,025 | $6,924-85.2% | $6,183-83.4% | $6,401-84.0% |
| Admin fee / account holder | $2,056 | $10,495-80.4% | $8,715-76.4% | $11,429-82.0% |