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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 | $135,905+58.1% | $126,068+70.4% | $198,609+8.2% |
| Participation rate | 42.9% | 85.6%-42.8pp | 84.7%-41.8pp | 82.4%-39.5pp |
| Annual return | 14.67% | 14.07%+0.6pp | 15.01%-0.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,114 | $8,523-86.9% | $8,214-86.4% | $6,977-84.0% |
| Admin fee / account holder | $3,329 | $21,036-84.2% | $18,264-81.8% | $19,030-82.5% |