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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $183,524 | $135,956+35.0% | $123,894+48.1% | $273,972-33.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 12.94% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,774 | $6,343+6.8% | $5,984+13.2% | $5,287+28.1% |
| Admin fee / account holder | $12,559 | $9,817+27.9% | $8,357+50.3% | $10,133+23.9% |