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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 | $141,909 | $80,983+75.2% | $96,544+47.0% | $75,177+88.8% |
| Participation rate | 63.6% | 71.8%-8.2pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 25.66% | 27.05%-1.4pp | 25.88%-0.2pp | 160.75%-135.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,715 | $3,929+147.3% | $4,851+100.3% | $4,126+135.4% |
| Admin fee / account holder | $13,110 | $6,717+95.2% | $8,254+58.8% | $5,651+132.0% |