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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 | $210,260 | $157,276+33.7% | $141,177+48.9% | $152,885+37.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 19.42% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $656 | $7,110-90.8% | $6,710-90.2% | $5,851-88.8% |
| Admin fee / account holder | $1,725 | $12,123-85.8% | $10,263-83.2% | $11,598-85.1% |