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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 | $217,088 | $70,418+208.3% | $96,570+124.8% | $85,847+152.9% |
| Participation rate | 25.8% | 61.8%-36.0pp | 69.8%-44.0pp | 69.3%-43.5pp |
| Annual return | 13.79% | 18.59%-4.8pp | 37.79%-24.0pp | 318.61%-304.8pp |
| Employer contribution / active EE | $858 | $1,413-39.3% | $2,357-63.6% | $2,565-66.5% |
| Participant deferral / active EE | $1,065 | $2,894-63.2% | $3,849-72.3% | $3,952-73.0% |
| Admin fee / account holder | $59,882 | $4,995+1098.8% | $6,182+868.6% | $6,261+856.5% |