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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 | $206,568 | $117,829+75.3% | $102,423+101.7% | $145,877+41.6% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.5pp |
| Annual return | 13.14% | 31.83%-18.7pp | 29.42%-16.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,506 | $5,732-73.7% | $5,054-70.2% | $6,691-77.5% |
| Admin fee / account holder | $1,297 | $13,335-90.3% | $9,455-86.3% | $13,402-90.3% |