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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 | $139,166 | $63,346+119.7% | $92,240+50.9% | $70,126+98.5% |
| Participation rate | 29.3% | 68.7%-39.4pp | 76.5%-47.2pp | 69.5%-40.3pp |
| Annual return | 14.45% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $565 | $2,854-80.2% | $3,897-85.5% | $3,332-83.0% |
| Admin fee / account holder | $7,928 | $3,841+106.4% | $5,194+52.6% | $4,645+70.7% |