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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 | $160,445 | $110,410+45.3% | $102,437+56.6% | $145,897+10.0% |
| Participation rate | 38.1% | 77.9%-39.8pp | 74.5%-36.4pp | 80.3%-42.2pp |
| Annual return | 12.77% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $831 | $4,217-80.3% | $3,871-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $1,661 | $5,622-70.5% | $5,060-67.2% | $6,689-75.2% |
| Admin fee / account holder | $2,737 | $9,745-71.9% | $8,388-67.4% | $13,390-79.6% |