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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 | $79,516 | $183,516-56.7% | $155,534-48.9% | $145,884-45.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 14.61% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,596 | $6,467+2.0% | $5,630+17.2% | $6,690-1.4% |
| Admin fee / account holder | $21,026 | $19,293+9.0% | $15,900+32.2% | $13,392+57.0% |