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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 | $147,079 | $113,338+29.8% | $94,993+54.8% | $147,586-0.3% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 11.25% | 20.80%-9.5pp | 27.14%-15.9pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $178 | $3,777-95.3% | $3,317-94.6% | $5,439-96.7% |
| Admin fee / account holder | $1,388 | $6,063-77.1% | $4,960-72.0% | $10,886-87.3% |