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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 | $218,598 | $117,829+85.5% | $102,423+113.4% | $145,877+49.9% |
| Participation rate | 46.2% | 78.6%-32.5pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 16.06% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $922 | $5,732-83.9% | $5,054-81.8% | $6,691-86.2% |
| Admin fee / account holder | $13,575 | $13,335+1.8% | $9,455+43.6% | $13,402+1.3% |