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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 | $106,668 | $172,111-38.0% | $150,298-29.0% | $137,256-22.3% |
| Participation rate | 14.3% | 81.7%-67.4pp | 77.8%-63.5pp | 80.0%-65.7pp |
| Annual return | 15.94% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $867 | $6,166-85.9% | $5,453-84.1% | $6,407-86.5% |
| Admin fee / account holder | $3,756 | $16,471-77.2% | $14,116-73.4% | $12,270-69.4% |