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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 | $240,586 | $108,897+120.9% | $100,378+139.7% | $145,877+64.9% |
| Participation rate | 8.3% | 83.0%-74.6pp | 81.5%-73.2pp | 80.3%-72.0pp |
| Annual return | 14.98% | 58.17%-43.2pp | 49.41%-34.4pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,852 | $8,455-78.1% | $8,087-77.1% | $6,691-72.3% |
| Admin fee / account holder | $4,578 | $9,690-52.8% | $7,899-42.0% | $13,402-65.8% |