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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 | $223,980 | $184,014+21.7% | $161,149+39.0% | $138,895+61.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 15.17% | 21.52%-6.4pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,464 | $6,909-78.8% | $6,153-76.2% | $6,396-77.1% |
| Admin fee / account holder | $10,426 | $18,027-42.2% | $15,194-31.4% | $12,562-17.0% |