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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 | $212,982 | $61,787+244.7% | $97,197+119.1% | $80,925+163.2% |
| Participation rate | 32.1% | 63.5%-31.4pp | 72.7%-40.6pp | 67.7%-35.6pp |
| Annual return | 11.07% | -558.16%+569.2pp | 75.47%-64.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $804 | $1,836-56.2% | $2,723-70.5% | $2,756-70.8% |
| Participant deferral / active EE | $834 | $3,027-72.5% | $4,263-80.4% | $4,299-80.6% |
| Admin fee / account holder | $16,430 | $5,170+217.8% | $5,637+191.4% | $6,940+136.7% |