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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 | $162,177 | $115,917+39.9% | $100,535+61.3% | $158,982+2.0% |
| Participation rate | 53.3% | 81.6%-28.3pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 14.14% | 34.80%-20.7pp | 30.90%-16.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,302 | $6,677-80.5% | $6,271-79.2% | $5,983-78.2% |
| Admin fee / account holder | $4,697 | $11,002-57.3% | $8,085-41.9% | $11,252-58.3% |