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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 | $153,650 | $111,301+38.0% | $112,977+36.0% | $158,982-3.4% |
| Participation rate | 40.9% | 83.5%-42.6pp | 82.6%-41.7pp | 82.0%-41.1pp |
| Annual return | 16.40% | 26.40%-10.0pp | 24.24%-7.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $4,255-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $742 | $5,880-87.4% | $5,836-87.3% | $5,983-87.6% |
| Admin fee / account holder | $30,804 | $8,392+267.1% | $6,294+389.4% | $11,252+173.8% |