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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 | $243,832 | $114,013+113.9% | $103,693+135.1% | $155,188+57.1% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 80.8%-50.8pp |
| Annual return | 15.70% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $267 | $3,131-91.5% | $2,920-90.9% | $4,248-93.7% |
| Participant deferral / active EE | $752 | $4,970-84.9% | $4,579-83.6% | $6,531-88.5% |
| Admin fee / account holder | $5,624 | $8,407-33.1% | $7,858-28.4% | $14,480-61.2% |