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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 | $49,663 | $154,193-67.8% | $130,045-61.8% | $139,466-64.4% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 46.85% | 32.51%+14.3pp | -137.30%+184.2pp | 373.66%-326.8pp |
| Employer contribution / active EE | $1,302 | $5,292-75.4% | $4,321-69.9% | $4,754-72.6% |
| Participant deferral / active EE | $1,640 | $6,709-75.6% | $5,820-71.8% | $6,712-75.6% |
| Admin fee / account holder | $2,312 | $13,989-83.5% | $10,600-78.2% | $11,409-79.7% |