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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 | $163,246 | $103,385+57.9% | $87,104+87.4% | $152,870+6.8% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 12.72% | 28.10%-15.4pp | 28.19%-15.5pp | 345.34%-332.6pp |
| Employer contribution / active EE | $238 | $3,220-92.6% | $2,521-90.6% | $4,763-95.0% |
| Participant deferral / active EE | $2,197 | $4,778-54.0% | $4,049-45.7% | $5,850-62.4% |
| Admin fee / account holder | $4,539 | $12,192-62.8% | $7,490-39.4% | $11,597-60.9% |