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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 | $93,345+28.2% | $119,126+0.5% | $87,485+36.8% |
| Participation rate | 17.6% | 68.7%-51.1pp | 75.8%-58.1pp | 68.9%-51.3pp |
| Annual return | 13.74% | 19.08%-5.3pp | 282.11%-268.4pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,068 | $4,099-73.9% | $5,318-79.9% | $4,274-75.0% |
| Admin fee / account holder | $501 | $8,039-93.8% | $10,693-95.3% | $7,775-93.6% |