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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 | $151,639 | $110,410+37.3% | $102,437+48.0% | $145,897+3.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 11.98% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $831 | $4,217-80.3% | $3,871-78.5% | $4,663-82.2% |
| Participant deferral / active EE | $3,933 | $5,622-30.0% | $5,060-22.3% | $6,689-41.2% |
| Admin fee / account holder | $718 | $9,745-92.6% | $8,388-91.4% | $13,390-94.6% |