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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 | $162,935 | $152,592+6.8% | $125,180+30.2% | $152,885+6.6% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.40% | 54.84%-36.4pp | 43.79%-25.4pp | 345.39%-327.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $626 | $5,868-89.3% | $4,937-87.3% | $5,851-89.3% |
| Admin fee / account holder | $703 | $13,435-94.8% | $9,703-92.8% | $11,598-93.9% |