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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 | $148,233 | $93,345+58.8% | $119,126+24.4% | $87,485+69.4% |
| Participation rate | 54.3% | 68.7%-14.5pp | 75.8%-21.5pp | 68.9%-14.6pp |
| Annual return | 12.95% | 19.08%-6.1pp | 282.11%-269.2pp | 26.06%-13.1pp |
| Employer contribution / active EE | $10,964 | $3,172+245.7% | $4,034+171.8% | $2,596+322.3% |
| Participant deferral / active EE | $623 | $4,099-84.8% | $5,318-88.3% | $4,274-85.4% |
| Admin fee / account holder | $52,577 | $8,039+554.1% | $10,693+391.7% | $7,775+576.2% |