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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 | $145,966 | $117,904+23.8% | $102,457+42.5% | $145,9780% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 13.40% | 31.80%-18.4pp | 29.41%-16.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,376 | $5,733-76.0% | $5,054-72.8% | $6,690-79.4% |
| Admin fee / account holder | $21,449 | $13,329+60.9% | $9,451+126.9% | $13,400+60.1% |