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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 | $162,178 | $178,174-9.0% | $156,181+3.8% | $137,256+18.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 16.87% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $918 | $4,972-81.5% | $4,294-78.6% | $4,156-77.9% |
| Participant deferral / active EE | $4,150 | $6,888-39.7% | $6,132-32.3% | $6,407-35.2% |
| Admin fee / account holder | $1,327 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |