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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 | $153,488 | $117,829+30.3% | $102,423+49.9% | $145,877+5.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 11.45% | 31.83%-20.4pp | 29.42%-18.0pp | 551.28%-539.8pp |
| Employer contribution / active EE | $502 | $3,615-86.1% | $3,023-83.4% | $4,663-89.2% |
| Participant deferral / active EE | $3,561 | $5,732-37.9% | $5,054-29.5% | $6,691-46.8% |
| Admin fee / account holder | $3,619 | $13,335-72.9% | $9,455-61.7% | $13,402-73.0% |