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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 | $188,908 | $98,463+91.9% | $119,258+58.4% | $85,847+120.1% |
| Participation rate | 36.7% | 77.6%-40.9pp | 82.7%-46.1pp | 69.3%-32.7pp |
| Annual return | 21.99% | 38.53%-16.5pp | 30.69%-8.7pp | 318.61%-296.6pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,384-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $956 | $4,942-80.7% | $6,111-84.4% | $3,952-75.8% |
| Admin fee / account holder | $3,786 | $7,493-49.5% | $7,226-47.6% | $6,261-39.5% |