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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 | $195,166 | $68,097+186.6% | $62,929+210.1% | $137,256+42.2% |
| Participation rate | 11.1% | 77.4%-66.3pp | 73.1%-62.0pp | 80.0%-68.8pp |
| Annual return | 12.98% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $219 | $2,811-92.2% | $2,505-91.2% | $4,156-94.7% |
| Participant deferral / active EE | $443 | $4,553-90.3% | $3,888-88.6% | $6,407-93.1% |
| Admin fee / account holder | $10,056 | $6,521+54.2% | $5,065+98.6% | $12,270-18.0% |