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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 | $102,385+77.6% | $147,080+23.7% | $80,935+124.7% |
| Participation rate | 26.4% | 75.9%-49.5pp | 82.2%-55.8pp | 67.7%-41.2pp |
| Annual return | 14.27% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,017 | $3,717-72.6% | $4,933-79.4% | $2,757-63.1% |
| Participant deferral / active EE | $2,127 | $6,651-68.0% | $8,066-73.6% | $4,299-50.5% |
| Admin fee / account holder | $7,529 | $7,951-5.3% | $12,989-42.0% | $6,924+8.7% |