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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 | $175,707 | $162,812+7.9% | $133,971+31.2% | $158,966+10.5% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 11.86% | 41.94%-30.1pp | 45.09%-33.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,647 | $5,910-72.1% | $5,047-67.4% | $5,983-72.5% |
| Admin fee / account holder | $3,651 | $11,741-68.9% | $8,929-59.1% | $11,250-67.5% |