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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 | $47,713 | $89,367-46.6% | $141,191-66.2% | $72,975-34.6% |
| Participation rate | 65.1% | 75.1%-10.0pp | 82.5%-17.4pp | 69.5%-4.4pp |
| Annual return | 264.06% | 111.87%+152.2pp | 71.41%+192.7pp | 81.01%+183.1pp |
| Employer contribution / active EE | $776 | $3,115-75.1% | $4,736-83.6% | $2,440-68.2% |
| Participant deferral / active EE | $1,165 | $5,419-78.5% | $6,710-82.6% | $3,608-67.7% |
| Admin fee / account holder | $8,172 | $5,957+37.2% | $10,264-20.4% | $5,124+59.5% |