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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 | $132,004 | $98,766+33.7% | $149,730-11.8% | $79,852+65.3% |
| Participation rate | 28.1% | 75.8%-47.7pp | 82.5%-54.4pp | 69.6%-41.5pp |
| Annual return | 14.66% | 27.43%-12.8pp | 276.70%-262.0pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,222 | $3,217-62.0% | $4,645-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $2,033 | $5,681-64.2% | $6,843-70.3% | $3,740-45.7% |
| Admin fee / account holder | $24,431 | $6,052+303.7% | $9,310+162.4% | $5,306+360.4% |