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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 | $142,483 | $102,385+39.2% | $147,080-3.1% | $80,935+76.0% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 12.41% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,111 | $3,717-70.1% | $4,933-77.5% | $2,757-59.7% |
| Participant deferral / active EE | $2,356 | $6,651-64.6% | $8,066-70.8% | $4,299-45.2% |
| Admin fee / account holder | $24,677 | $7,951+210.4% | $12,989+90.0% | $6,924+256.4% |