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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 | $209,112 | $86,298+142.3% | $111,308+87.9% | $85,847+143.6% |
| Participation rate | 41.5% | 73.3%-31.8pp | 77.3%-35.8pp | 69.3%-27.8pp |
| Annual return | 25.28% | 19.99%+5.3pp | 54.67%-29.4pp | 318.61%-293.3pp |
| Employer contribution / active EE | $1,072 | $2,044-47.5% | $2,732-60.7% | $2,565-58.2% |
| Participant deferral / active EE | $1,610 | $3,641-55.8% | $4,487-64.1% | $3,952-59.3% |
| Admin fee / account holder | $3,652 | $8,189-55.4% | $7,965-54.2% | $6,261-41.7% |