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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 | $119,702 | $105,284+13.7% | $150,734-20.6% | $94,015+27.3% |
| Participation rate | 17.6% | 71.7%-54.1pp | 78.4%-60.8pp | 70.8%-53.2pp |
| Annual return | 13.74% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,068 | $4,274-75.0% | $5,610-81.0% | $4,249-74.9% |
| Admin fee / account holder | $501 | $9,839-94.9% | $14,905-96.6% | $8,951-94.4% |