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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 | $199,149 | $102,663+94.0% | $86,216+131.0% | $139,466+42.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 31.95% | 1924.52%-1892.6pp | 1169.42%-1137.5pp | 373.66%-341.7pp |
| Employer contribution / active EE | $779 | $3,035-74.3% | $2,382-67.3% | $4,754-83.6% |
| Participant deferral / active EE | $958 | $4,677-79.5% | $3,986-76.0% | $6,712-85.7% |
| Admin fee / account holder | $1,616 | $8,663-81.3% | $6,853-76.4% | $11,409-85.8% |