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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 | $94,766+100.0% | $112,923+67.8% | $139,487+35.9% |
| Participation rate | 36.8% | 81.3%-44.5pp | 80.5%-43.7pp | 80.3%-43.5pp |
| Annual return | 14.11% | 40.96%-26.8pp | 34.13%-20.0pp | 373.84%-359.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,570-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $837 | $6,523-87.2% | $6,520-87.2% | $6,713-87.5% |
| Admin fee / account holder | $11,656 | $8,529+36.7% | $7,046+65.4% | $11,407+2.2% |