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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 | $214,624 | $83,485+157.1% | $125,192+71.4% | $72,975+194.1% |
| Participation rate | 32.1% | 73.3%-41.2pp | 79.8%-47.6pp | 69.5%-37.3pp |
| Annual return | 78.79% | 25.77%+53.0pp | 43.79%+35.0pp | 81.01%-2.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $961 | $3,586-73.2% | $4,937-80.5% | $3,608-73.4% |
| Admin fee / account holder | $37,940 | $5,518+587.6% | $9,704+291.0% | $5,124+640.4% |