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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 | $193,759 | $85,060+127.8% | $70,565+174.6% | $139,487+38.9% |
| Participation rate | 22.2% | 73.9%-51.7pp | 68.4%-46.1pp | 80.3%-58.1pp |
| Annual return | 11.29% | 30.39%-19.1pp | 32.79%-21.5pp | 373.84%-362.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $765 | $5,891-87.0% | $4,568-83.2% | $6,713-88.6% |
| Admin fee / account holder | $91,772 | $8,932+927.4% | $6,430+1327.3% | $11,407+704.5% |