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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 | $131,269 | $172,111-23.7% | $150,298-12.7% | $137,256-4.4% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 14.96% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,343 | $6,166-78.2% | $5,453-75.4% | $6,407-79.0% |
| Admin fee / account holder | $19,873 | $16,471+20.7% | $14,116+40.8% | $12,270+62.0% |