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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 | $194,421 | $52,353+271.4% | $120,225+61.7% | $82,448+135.8% |
| Participation rate | 39.3% | 58.3%-19.0pp | 69.6%-30.3pp | 68.1%-28.8pp |
| Annual return | 15.04% | 61.85%-46.8pp | 439.23%-424.2pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,933 | $1,510+94.2% | $3,475-15.6% | $2,551+15.0% |
| Participant deferral / active EE | $459 | $2,627-82.5% | $3,999-88.5% | $4,139-88.9% |
| Admin fee / account holder | $1,649 | $4,363-62.2% | $5,696-71.0% | $7,234-77.2% |