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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 | $192,491 | $117,895+63.3% | $102,460+87.9% | $145,897+31.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 24.18% | 31.92%-7.7pp | 29.47%-5.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $21,250 | $3,619+487.2% | $3,025+602.4% | $4,663+355.8% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,463 | $13,353-89.0% | $9,460-84.5% | $13,390-89.1% |