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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 | $149,663 | $88,672+68.8% | $105,223+42.2% | $82,448+81.5% |
| Participation rate | 23.4% | 67.9%-44.5pp | 75.0%-51.6pp | 68.1%-44.6pp |
| Annual return | 13.47% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,489 | $4,036-63.1% | $5,072-70.6% | $4,139-64.0% |
| Admin fee / account holder | $13,198 | $7,146+84.7% | $8,859+49.0% | $7,234+82.4% |