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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 | $148,287 | $102,393+44.8% | $147,041+0.8% | $80,911+83.3% |
| Participation rate | 68.4% | 75.9%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 13.46% | 134.95%-121.5pp | 419.21%-405.8pp | 35.63%-22.2pp |
| Employer contribution / active EE | $6,698 | $3,715+80.3% | $4,935+35.7% | $2,756+143.0% |
| Participant deferral / active EE | $2,049 | $6,647-69.2% | $8,071-74.6% | $4,297-52.3% |
| Admin fee / account holder | $13,888 | $7,943+74.8% | $13,006+6.8% | $6,935+100.3% |