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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 | $135,256 | $61,787+118.9% | $97,197+39.2% | $80,925+67.1% |
| Participation rate | 43.3% | 63.5%-20.1pp | 72.7%-29.4pp | 67.7%-24.3pp |
| Annual return | 42.84% | -558.16%+601.0pp | 75.47%-32.6pp | 35.65%+7.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $223 | $3,027-92.6% | $4,263-94.8% | $4,299-94.8% |
| Admin fee / account holder | $1,284 | $5,170-75.2% | $5,637-77.2% | $6,940-81.5% |