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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 | $180,017 | $118,875+51.4% | $96,572+86.4% | $167,553+7.4% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 11.95% | 50.50%-38.6pp | 37.79%-25.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $508 | $3,121-83.7% | $2,357-78.5% | $4,840-89.5% |
| Participant deferral / active EE | $973 | $4,617-78.9% | $3,850-74.7% | $6,343-84.7% |
| Admin fee / account holder | $11,852 | $8,070+46.9% | $6,183+91.7% | $12,316-3.8% |