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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 | $152,074+38.2% | $137,474+52.8% | $198,609+5.8% |
| Participation rate | 38.9% | 85.3%-46.5pp | 83.5%-44.6pp | 82.4%-43.5pp |
| Annual return | 13.40% | 10.68%+2.7pp | 11.53%+1.9pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $782 | $6,522-88.0% | $6,155-87.3% | $6,977-88.8% |
| Admin fee / account holder | $4,164 | $11,950-65.2% | $10,602-60.7% | $19,030-78.1% |