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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 | $162,168 | $177,156-8.5% | $147,027+10.3% | $154,746+4.8% |
| Participation rate | 14.3% | 79.4%-65.1pp | 73.7%-59.5pp | 80.7%-66.4pp |
| Annual return | 8.58% | 21.94%-13.4pp | 20.23%-11.7pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $986 | $5,797-83.0% | $4,933-80.0% | $6,730-85.3% |
| Admin fee / account holder | $73,233 | $14,904+391.4% | $12,223+499.2% | $14,365+409.8% |