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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 | $240,168 | $112,935+112.7% | $90,970+164.0% | $158,966+51.1% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 11.24% | 215.79%-204.6pp | 134.58%-123.3pp | 302.95%-291.7pp |
| Employer contribution / active EE | $854 | $2,895-70.5% | $2,122-59.8% | $4,762-82.1% |
| Participant deferral / active EE | $840 | $4,129-79.7% | $3,373-75.1% | $5,983-86.0% |
| Admin fee / account holder | $2,651 | $8,045-67.0% | $5,960-55.5% | $11,250-76.4% |