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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 | $95,959+119.0% | $97,411+115.7% | $138,895+51.3% |
| Participation rate | 38.9% | 81.8%-42.9pp | 80.4%-41.5pp | 79.9%-41.0pp |
| Annual return | 13.40% | 29.30%-15.9pp | 34.72%-21.3pp | 145.39%-132.0pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $782 | $5,876-86.7% | $5,886-86.7% | $6,396-87.8% |
| Admin fee / account holder | $4,164 | $7,555-44.9% | $7,145-41.7% | $12,562-66.9% |