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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 | $126,868 | $45,041+181.7% | $63,003+101.4% | $70,131+80.9% |
| Participation rate | 5.6% | 69.5%-63.9pp | 74.8%-69.2pp | 69.5%-63.9pp |
| Annual return | 13.56% | 18.76%-5.2pp | 87.59%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $4,225 | $2,052+105.9% | $2,760+53.1% | $2,342+80.4% |
| Participant deferral / active EE | $296 | $2,465-88.0% | $3,329-91.1% | $3,332-91.1% |
| Admin fee / account holder | $6,290 | $2,836+121.8% | $3,600+74.7% | $4,645+35.4% |