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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 | $96,731+54.7% | $123,973+20.7% | $86,983+72.1% |
| Participation rate | 23.4% | 70.0%-46.6pp | 76.7%-53.2pp | 69.5%-46.1pp |
| Annual return | 13.47% | 17.33%-3.9pp | 388.13%-374.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,489 | $4,152-64.1% | $5,247-71.6% | $4,194-64.5% |
| Admin fee / account holder | $13,198 | $8,722+51.3% | $11,799+11.9% | $7,856+68.0% |