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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 | $174,546 | $99,957+74.6% | $149,715+16.6% | $73,493+137.5% |
| Participation rate | 20.8% | 75.7%-54.9pp | 82.5%-61.7pp | 70.7%-49.9pp |
| Annual return | 15.26% | 53.87%-38.6pp | 276.66%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $779 | $3,191-75.6% | $4,645-83.2% | $2,270-65.7% |
| Participant deferral / active EE | $1,703 | $6,073-72.0% | $6,842-75.1% | $3,740-54.5% |
| Admin fee / account holder | $5,169 | $551+838.7% | $9,310-44.5% | $513+907.5% |