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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 | $189,495 | $94,752+100.0% | $112,887+67.9% | $139,427+35.9% |
| Participation rate | 36.8% | 81.3%-44.4pp | 80.5%-43.7pp | 80.3%-43.5pp |
| Annual return | 14.11% | 40.88%-26.8pp | 34.10%-20.0pp | 373.27%-359.2pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $837 | $6,512-87.1% | $6,513-87.1% | $6,711-87.5% |
| Admin fee / account holder | $11,656 | $8,527+36.7% | $7,047+65.4% | $11,404+2.2% |