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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 | $248,796 | $176,794+40.7% | $146,647+69.7% | $167,553+48.5% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 17.15% | 24.04%-6.9pp | 22.75%-5.6pp | 478.89%-461.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $517 | $6,440-92.0% | $5,506-90.6% | $6,343-91.8% |
| Admin fee / account holder | $17,162 | $13,262+29.4% | $10,281+66.9% | $12,316+39.3% |