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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 | $208,657 | $86,938+140.0% | $102,423+103.7% | $80,925+157.8% |
| Participation rate | 23.1% | 72.4%-49.3pp | 76.5%-53.4pp | 67.7%-44.6pp |
| Annual return | 214.49% | 18.89%+195.6pp | 29.42%+185.1pp | 35.65%+178.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $621 | $4,120-84.9% | $5,054-87.7% | $4,299-85.6% |
| Admin fee / account holder | $4,472 | $8,053-44.5% | $9,455-52.7% | $6,940-35.6% |