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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 | $214,801 | $100,970+112.7% | $96,576+122.4% | $137,256+56.5% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 14.67% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,114 | $8,286-86.6% | $7,956-86.0% | $6,407-82.6% |
| Admin fee / account holder | $3,329 | $11,312-70.6% | $11,381-70.7% | $12,270-72.9% |