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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 | $181,883 | $102,393+77.6% | $147,041+23.7% | $80,911+124.8% |
| Participation rate | 26.4% | 75.9%-49.4pp | 82.2%-55.8pp | 67.6%-41.2pp |
| Annual return | 14.27% | 134.95%-120.7pp | 419.21%-404.9pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,017 | $3,715-72.6% | $4,935-79.4% | $2,756-63.1% |
| Participant deferral / active EE | $2,127 | $6,647-68.0% | $8,071-73.6% | $4,297-50.5% |
| Admin fee / account holder | $7,529 | $7,943-5.2% | $13,006-42.1% | $6,935+8.6% |