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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 | $210,287 | $115,814+81.6% | $101,275+107.6% | $158,982+32.3% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 17.26% | 56.16%-38.9pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $269 | $4,958-94.6% | $4,371-93.8% | $5,983-95.5% |
| Admin fee / account holder | $1,628 | $7,249-77.5% | $5,948-72.6% | $11,252-85.5% |