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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 | $202,294 | $127,386+58.8% | $115,037+75.9% | $125,388+61.3% |
| Participation rate | 41.2% | 84.2%-43.0pp | 81.4%-40.2pp | 83.2%-42.0pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,849 | $6,423-71.2% | $6,026-69.3% | $5,352-65.5% |
| Admin fee / account holder | $532 | $9,516-94.4% | $8,175-93.5% | $9,541-94.4% |