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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 | $134,627 | $88,672+51.8% | $105,223+27.9% | $82,448+63.3% |
| Participation rate | 7.8% | 67.9%-60.1pp | 75.0%-67.2pp | 68.1%-60.2pp |
| Annual return | 19.89% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $361 | $4,036-91.0% | $5,072-92.9% | $4,139-91.3% |
| Admin fee / account holder | $16,727 | $7,146+134.1% | $8,859+88.8% | $7,234+131.2% |