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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 | $117,829+105.4% | $102,423+136.3% | $145,877+65.9% |
| Participation rate | 18.8% | 78.6%-59.9pp | 76.5%-57.8pp | 80.3%-61.6pp |
| Annual return | 22.32% | 31.83%-9.5pp | 29.42%-7.1pp | 551.28%-529.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $596 | $5,732-89.6% | $5,054-88.2% | $6,691-91.1% |
| Admin fee / account holder | $18,696 | $13,335+40.2% | $9,455+97.8% | $13,402+39.5% |