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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 | $203,379 | $81,457+149.7% | $103,378+96.7% | $80,911+151.4% |
| Participation rate | 10.7% | 66.8%-56.1pp | 74.5%-63.8pp | 67.6%-56.9pp |
| Annual return | 20.14% | 25.58%-5.4pp | 24.91%-4.8pp | 35.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $836 | $3,871-78.4% | $5,058-83.5% | $4,297-80.6% |
| Admin fee / account holder | $896 | $6,717-86.7% | $8,401-89.3% | $6,935-87.1% |