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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 | $243,085 | $106,247+128.8% | $96,515+151.9% | $139,466+74.3% |
| Participation rate | 11.8% | 77.8%-66.1pp | 74.3%-62.6pp | 80.3%-68.6pp |
| Annual return | 12.93% | 38.47%-25.5pp | 35.73%-22.8pp | 373.66%-360.7pp |
| Employer contribution / active EE | $674 | $4,106-83.6% | $3,740-82.0% | $4,754-85.8% |
| Participant deferral / active EE | $3,726 | $5,456-31.7% | $4,880-23.6% | $6,712-44.5% |
| Admin fee / account holder | $47,052 | $7,885+496.7% | $6,735+598.6% | $11,409+312.4% |