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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 | $104,206 | $167,415-37.8% | $140,514-25.8% | $198,609-47.5% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 14.21% | 13.85%+0.4pp | 14.36%-0.1pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,666 | $5,579-70.1% | $4,919-66.1% | $6,977-76.1% |
| Admin fee / account holder | $4,580 | $16,730-72.6% | $13,697-66.6% | $19,030-75.9% |