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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 | $189,854 | $123,750+53.4% | $69,611+172.7% | $145,877+30.1% |
| Participation rate | 30.0% | 69.2%-39.2pp | 66.4%-36.4pp | 80.3%-50.3pp |
| Annual return | 16.76% | 192.03%-175.3pp | 101.14%-84.4pp | 551.28%-534.5pp |
| Employer contribution / active EE | $265 | $2,672-90.1% | $1,709-84.5% | $4,663-94.3% |
| Participant deferral / active EE | $262 | $4,243-93.8% | $2,891-90.9% | $6,691-96.1% |
| Admin fee / account holder | $1,976 | $7,817-74.7% | $4,696-57.9% | $13,402-85.3% |