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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 | $224,005 | $101,063+121.6% | $81,473+174.9% | $147,586+51.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 11.27% | 32.41%-21.1pp | 38.78%-27.5pp | 578.59%-567.3pp |
| Employer contribution / active EE | $376 | $3,206-88.3% | $2,568-85.4% | $4,876-92.3% |
| Participant deferral / active EE | $447 | $4,242-89.5% | $3,537-87.4% | $5,439-91.8% |
| Admin fee / account holder | $139,000 | $5,812+2291.4% | $4,561+2947.4% | $10,886+1176.9% |