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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 | $210,114 | $92,798+126.4% | $96,707+117.3% | $137,256+53.1% |
| Participation rate | 38.9% | 81.6%-42.8pp | 80.4%-41.5pp | 80.0%-41.1pp |
| Annual return | 13.40% | 31.24%-17.8pp | 34.78%-21.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $782 | $5,877-86.7% | $5,997-87.0% | $6,407-87.8% |
| Admin fee / account holder | $4,164 | $7,946-47.6% | $7,503-44.5% | $12,270-66.1% |