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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 | $177,243 | $98,463+80.0% | $119,258+48.6% | $85,847+106.5% |
| Participation rate | 37.2% | 77.6%-40.4pp | 82.7%-45.5pp | 69.3%-32.1pp |
| Annual return | 12.33% | 38.53%-26.2pp | 30.69%-18.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $1,209 | $3,698-67.3% | $4,384-72.4% | $2,565-52.9% |
| Participant deferral / active EE | $1,858 | $4,942-62.4% | $6,111-69.6% | $3,952-53.0% |
| Admin fee / account holder | $2,137 | $7,493-71.5% | $7,226-70.4% | $6,261-65.9% |