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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 | $143,784 | $106,280+35.3% | $96,538+48.9% | $139,487+3.1% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.3%-56.2pp | 80.3%-62.2pp |
| Annual return | 18.67% | 38.48%-19.8pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,263 | $5,457-76.9% | $4,880-74.1% | $6,713-81.2% |
| Admin fee / account holder | $2,070 | $7,888-73.8% | $6,737-69.3% | $11,407-81.9% |