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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 | $163,896 | $105,284+55.7% | $150,734+8.7% | $94,015+74.3% |
| Participation rate | 57.6% | 71.7%-14.2pp | 78.4%-20.9pp | 70.8%-13.2pp |
| Annual return | 11.21% | 15.67%-4.5pp | 600.81%-589.6pp | 17.84%-6.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,982 | $4,274+40.0% | $5,610+6.6% | $4,249+40.8% |
| Admin fee / account holder | $6,127 | $9,839-37.7% | $14,905-58.9% | $8,951-31.5% |