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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 | $103,144 | $114,119-9.6% | $107,187-3.8% | $138,895-25.7% |
| Participation rate | 22.7% | 78.1%-55.3pp | 75.0%-52.3pp | 79.9%-57.2pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $929 | $5,538-83.2% | $5,096-81.8% | $6,396-85.5% |
| Admin fee / account holder | $15,809 | $10,024+57.7% | $9,162+72.5% | $12,562+25.8% |