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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 | $123,854+53.3% | $69,623+172.7% | $145,884+30.1% |
| Participation rate | 30.0% | 69.2%-39.2pp | 66.4%-36.4pp | 80.3%-50.3pp |
| Annual return | 16.76% | 192.35%-175.6pp | 101.23%-84.5pp | 551.85%-535.1pp |
| Employer contribution / active EE | $265 | $2,673-90.1% | $1,709-84.5% | $4,662-94.3% |
| Participant deferral / active EE | $262 | $4,242-93.8% | $2,890-90.9% | $6,690-96.1% |
| Admin fee / account holder | $1,976 | $7,822-74.7% | $4,696-57.9% | $13,392-85.2% |