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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 | $156,535 | $102,385+52.9% | $147,080+6.4% | $80,935+93.4% |
| Participation rate | 38.2% | 75.9%-37.7pp | 82.2%-44.0pp | 67.7%-29.5pp |
| Annual return | 13.10% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $1,914 | $3,717-48.5% | $4,933-61.2% | $2,757-30.6% |
| Participant deferral / active EE | $2,590 | $6,651-61.1% | $8,066-67.9% | $4,299-39.8% |
| Admin fee / account holder | $11,323 | $7,951+42.4% | $12,989-12.8% | $6,924+63.5% |