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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 | $193,198 | $85,766+125.3% | $136,298+41.7% | $70,126+175.5% |
| Participation rate | 24.0% | 74.2%-50.2pp | 81.9%-57.9pp | 69.5%-45.5pp |
| Annual return | 21.92% | 31.46%-9.5pp | 5156.27%-5134.4pp | 73.15%-51.2pp |
| Employer contribution / active EE | $841 | $2,966-71.6% | $4,696-82.1% | $2,343-64.1% |
| Participant deferral / active EE | $1,839 | $5,051-63.6% | $6,247-70.6% | $3,332-44.8% |
| Admin fee / account holder | $746 | $5,421-86.2% | $9,244-91.9% | $4,645-84.0% |