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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 | $148,407 | $106,864+38.9% | $147,318+0.7% | $82,637+79.6% |
| Participation rate | 15.6% | 75.5%-59.9pp | 82.1%-66.4pp | 68.1%-52.4pp |
| Annual return | 43.85% | 27.49%+16.4pp | 70.43%-26.6pp | 53.51%-9.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,800 | $6,496-72.3% | $7,906-77.2% | $4,126-56.4% |
| Admin fee / account holder | $34,102 | $8,415+305.3% | $13,708+148.8% | $7,339+364.7% |