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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 | $242,001 | $117,895+105.3% | $102,460+136.2% | $145,897+65.9% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 22.32% | 31.92%-9.6pp | 29.47%-7.1pp | 552.29%-530.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $596 | $5,736-89.6% | $5,056-88.2% | $6,689-91.1% |
| Admin fee / account holder | $18,696 | $13,353+40.0% | $9,460+97.6% | $13,390+39.6% |