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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 | $152,926 | $102,393+49.4% | $147,041+4.0% | $80,911+89.0% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 20.78% | 134.95%-114.2pp | 419.21%-398.4pp | 35.63%-14.8pp |
| Employer contribution / active EE | $1,261 | $3,715-66.1% | $4,935-74.4% | $2,756-54.2% |
| Participant deferral / active EE | $1,732 | $6,647-73.9% | $8,071-78.5% | $4,297-59.7% |
| Admin fee / account holder | $7,486 | $7,943-5.8% | $13,006-42.4% | $6,935+7.9% |