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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 | $153,879 | $118,875+29.4% | $96,572+59.3% | $167,553-8.2% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.3pp | 82.1%-53.5pp |
| Annual return | 21.21% | 50.50%-29.3pp | 37.79%-16.6pp | 478.89%-457.7pp |
| Employer contribution / active EE | $629 | $3,121-79.8% | $2,357-73.3% | $4,840-87.0% |
| Participant deferral / active EE | $298 | $4,617-93.5% | $3,850-92.3% | $6,343-95.3% |
| Admin fee / account holder | $3,050 | $8,070-62.2% | $6,183-50.7% | $12,316-75.2% |